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 | $28,516 | $144,119-80.2% | $117,854-75.8% | $147,584-80.7% |
| Participation rate | 20.0% | 83.4%-63.4pp | 79.7%-59.7pp | 82.8%-62.8pp |
| Annual return | 14.67% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,220 | $4,896-54.7% | $3,786-41.4% | $4,876-54.5% |
| Participant deferral / active EE | $6,565 | $5,316+23.5% | $4,482+46.5% | $5,439+20.7% |
| Admin fee / account holder | $61,130 | $10,886+461.6% | $8,020+662.2% | $10,885+461.6% |