See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,900 | $85,766-83.8% | $136,294-89.8% | $70,131-80.2% |
| Participation rate | 57.9% | 74.2%-16.3pp | 81.9%-24.0pp | 69.5%-11.6pp |
| Annual return | 64.28% | 31.45%+32.8pp | 5155.94%-5091.7pp | 73.14%-8.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,999 | $5,051+38.6% | $6,247+12.0% | $3,332+110.1% |
| Admin fee / account holder | $2,986 | $5,420-44.9% | $9,243-67.7% | $4,645-35.7% |