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 | $6,985 | $31,388-77.7% | $73,545-90.5% | $62,292-88.8% |
| Participation rate | 25.7% | 39.9%-14.1pp | 54.9%-29.2pp | 69.5%-43.8pp |
| Annual return | 79.26% | 25.34%+53.9pp | -15.16%+94.4pp | 28.90%+50.4pp |
| Employer contribution / active EE | $380 | $498-23.7% | $1,219-68.8% | $2,042-81.4% |
| Participant deferral / active EE | $519 | $1,028-49.5% | $1,806-71.3% | $3,169-83.6% |
| Admin fee / account holder | $451 | $299+50.7% | $2,320-80.5% | $479-5.9% |