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 | $19,109 | $138,065-86.2% | $123,544-84.5% | $135,375-85.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 12.23% | 153.68%-141.5pp | 119.20%-107.0pp | 519.73%-507.5pp |
| Employer contribution / active EE | $1,945 | $5,151-62.3% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $3,094 | $6,799-54.5% | $6,426-51.9% | $5,609-44.8% |
| Admin fee / account holder | $5,171 | $10,916-52.6% | $9,284-44.3% | $10,827-52.2% |