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 | $8,871 | $107,334-91.7% | $92,893-90.4% | $152,861-94.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 42.11% | 145.58%-103.5pp | 109.41%-67.3pp | 345.32%-303.2pp |
| Employer contribution / active EE | $2,235 | $4,221-47.0% | $3,653-38.8% | $4,762-53.1% |
| Participant deferral / active EE | $3,960 | $4,845-18.3% | $4,236-6.5% | $5,850-32.3% |
| Admin fee / account holder | $482 | $7,079-93.2% | $5,794-91.7% | $11,596-95.8% |