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 | $10,978 | $152,587-92.8% | $125,175-91.2% | $152,861-92.8% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.4%-40.8pp |
| Annual return | 24.29% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,901 | $5,868-67.6% | $4,937-61.5% | $5,850-67.5% |
| Admin fee / account holder | $3,132 | $13,434-76.7% | $9,702-67.7% | $11,596-73.0% |