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 | $8,409 | $102,966-91.8% | $90,281-90.7% | $152,861-94.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 20.37% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $920 | $3,139-70.7% | $2,854-67.8% | $4,762-80.7% |
| Participant deferral / active EE | $2,213 | $4,281-48.3% | $3,885-43.1% | $5,850-62.2% |
| Admin fee / account holder | $4,842 | $6,171-21.5% | $5,351-9.5% | $11,596-58.2% |