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 | $25,093 | $149,679-83.2% | $117,039-78.6% | $147,584-83.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 77.2%-77.2pp | 82.8%-82.8pp |
| Annual return | 14.26% | 19.31%-5.0pp | 18.95%-4.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $4,891 | $4,937-0.9% | $3,785+29.2% | $4,876+0.3% |
| Participant deferral / active EE | $7,561 | $4,912+53.9% | $3,929+92.4% | $5,439+39.0% |
| Admin fee / account holder | $13,429 | $7,856+70.9% | $5,974+124.8% | $10,885+23.4% |