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 | $13,743 | $135,635-89.9% | $110,238-87.5% | $135,375-89.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 3.29% | 513.19%-509.9pp | 314.74%-311.4pp | 519.73%-516.4pp |
| Employer contribution / active EE | $1,481 | $4,906-69.8% | $3,826-61.3% | $4,779-69.0% |
| Participant deferral / active EE | $2,397 | $5,506-56.5% | $4,672-48.7% | $5,609-57.3% |
| Admin fee / account holder | $48,623 | $11,457+324.4% | $8,547+468.9% | $10,827+349.1% |