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 | $7,784 | $99,020-92.1% | $86,590-91.0% | $147,584-94.7% |
| Participation rate | 69.6% | 76.3%-6.8pp | 73.5%-4.0pp | 82.8%-13.3pp |
| Annual return | 11.61% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $649 | $3,132-79.3% | $2,839-77.2% | $4,876-86.7% |
| Participant deferral / active EE | $806 | $3,972-79.7% | $3,609-77.7% | $5,439-85.2% |
| Admin fee / account holder | $20,914 | $5,710+266.2% | $4,906+326.3% | $10,885+92.1% |