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 | $25,816 | $183,963-86.0% | $162,163-84.1% | $152,861-83.1% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.6%-32.6pp | 82.4%-27.4pp |
| Annual return | 24.97% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,406 | $6,371-77.9% | $5,614-74.9% | $4,762-70.5% |
| Participant deferral / active EE | $3,453 | $8,034-57.0% | $7,298-52.7% | $5,850-41.0% |
| Admin fee / account holder | $13,742 | $13,121+4.7% | $10,843+26.7% | $11,596+18.5% |