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 | $13,073 | $106,890-87.8% | $84,015-84.4% | $152,861-91.4% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 33.79% | 104.99%-71.2pp | 71.31%-37.5pp | 345.32%-311.5pp |
| Employer contribution / active EE | $1,288 | $2,734-52.9% | $1,983-35.1% | $4,762-73.0% |
| Participant deferral / active EE | $1,944 | $4,011-51.5% | $3,239-40.0% | $5,850-66.8% |
| Admin fee / account holder | $492 | $8,285-94.1% | $6,101-91.9% | $11,596-95.8% |