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 | $10,813 | $99,079-89.1% | $77,999-86.1% | $273,961-96.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 8.64% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,297 | $3,308-60.8% | $2,470-47.5% | $4,869-73.4% |
| Participant deferral / active EE | $1,620 | $4,306-62.4% | $3,497-53.7% | $5,287-69.4% |
| Admin fee / account holder | $1,053 | $8,954-88.2% | $5,480-80.8% | $10,132-89.6% |