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 | $31,134 | $198,466-84.3% | $170,442-81.7% | $147,584-78.9% |
| Participation rate | 68.2% | 88.0%-19.8pp | 83.6%-15.4pp | 82.8%-14.6pp |
| Annual return | 13.44% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,353 | $6,184-78.1% | $5,433-75.1% | $4,876-72.2% |
| Participant deferral / active EE | $2,839 | $5,629-49.6% | $4,939-42.5% | $5,439-47.8% |
| Admin fee / account holder | $8,093 | $16,852-52.0% | $13,880-41.7% | $10,885-25.6% |