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 | $8,334 | $144,119-94.2% | $117,854-92.9% | $147,584-94.4% |
| Participation rate | 41.2% | 83.4%-42.2pp | 79.7%-38.5pp | 82.8%-41.7pp |
| Annual return | 28.12% | 531.15%-503.0pp | 335.08%-307.0pp | 578.55%-550.4pp |
| Employer contribution / active EE | $1,001 | $4,896-79.6% | $3,786-73.6% | $4,876-79.5% |
| Participant deferral / active EE | $1,946 | $5,316-63.4% | $4,482-56.6% | $5,439-64.2% |
| Admin fee / account holder | $693 | $10,886-93.6% | $8,020-91.4% | $10,885-93.6% |