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 | $7,234 | $77,419-90.7% | $69,455-89.6% | $152,861-95.3% |
| Participation rate | 45.8% | 78.1%-32.3pp | 74.6%-28.8pp | 82.4%-36.6pp |
| Annual return | 24.99% | 39.06%-14.1pp | 28.97%-4.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,540 | $4,414-65.1% | $3,535-56.5% | $5,850-73.7% |
| Admin fee / account holder | $477 | $6,207-92.3% | $3,839-87.6% | $11,596-95.9% |