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 | $6,870 | $84,233-91.8% | $170,442-96.0% | $70,131-90.2% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 75.37% | 23.06%+52.3pp | 205.93%-130.6pp | 73.14%+2.2pp |
| Employer contribution / active EE | $509 | $3,387-85.0% | $5,433-90.6% | $2,342-78.3% |
| Participant deferral / active EE | $2,072 | $3,086-32.9% | $4,939-58.1% | $3,332-37.8% |
| Admin fee / account holder | $658 | $5,698-88.5% | $13,880-95.3% | $4,645-85.8% |