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 | $28,163 | $198,466-85.8% | $170,442-83.5% | $147,584-80.9% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 20.06% | 257.29%-237.2pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,989 | $6,184-51.7% | $5,433-45.0% | $4,876-38.7% |
| Participant deferral / active EE | $5,243 | $5,629-6.9% | $4,939+6.1% | $5,439-3.6% |
| Admin fee / account holder | $368 | $16,852-97.8% | $13,880-97.4% | $10,885-96.6% |