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 | $17,304 | $197,825-91.3% | $155,790-88.9% | $125,391-86.2% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | 3.84% | 86.74%-82.9pp | 71.54%-67.7pp | 282.22%-278.4pp |
| Employer contribution / active EE | $671 | $4,847-86.1% | $3,836-82.5% | $4,866-86.2% |
| Participant deferral / active EE | $6,804 | $5,630+20.9% | $4,797+41.8% | $5,352+27.1% |
| Admin fee / account holder | $282,229 | $9,545+2856.9% | $7,478+3674.3% | $9,540+2858.2% |