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 | $22,757 | $202,318-88.8% | $172,739-86.8% | $152,861-85.1% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 13.69% | 1029.65%-1016.0pp | 802.84%-789.2pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,458 | $5,856-75.1% | $5,143-71.6% | $4,762-69.4% |
| Participant deferral / active EE | $3,913 | $5,948-34.2% | $5,198-24.7% | $5,850-33.1% |
| Admin fee / account holder | $50,403 | $17,109+194.6% | $13,954+261.2% | $11,596+334.6% |