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 | $25,363 | $144,119-82.4% | $117,854-78.5% | $147,584-82.8% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 61.67% | 531.15%-469.5pp | 335.08%-273.4pp | 578.55%-516.9pp |
| Employer contribution / active EE | $1,440 | $4,896-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $2,555 | $5,316-51.9% | $4,482-43.0% | $5,439-53.0% |
| Admin fee / account holder | $670 | $10,886-93.8% | $8,020-91.6% | $10,885-93.8% |