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 | $11,201 | $138,065-91.9% | $123,544-90.9% | $135,375-91.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 4.50% | 153.68%-149.2pp | 119.20%-114.7pp | 519.73%-515.2pp |
| Employer contribution / active EE | $3,489 | $5,151-32.3% | $4,628-24.6% | $4,779-27.0% |
| Participant deferral / active EE | $9,771 | $6,799+43.7% | $6,426+52.1% | $5,609+74.2% |
| Admin fee / account holder | $33,590 | $10,916+207.7% | $9,284+261.8% | $10,827+210.2% |