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 | $29,885 | $183,963-83.8% | $162,163-81.6% | $152,861-80.4% |
| Participation rate | 31.6% | 88.5%-56.9pp | 87.6%-56.0pp | 82.4%-50.9pp |
| Annual return | 20.12% | 150.76%-130.6pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,056 | $6,371-52.0% | $5,614-45.6% | $4,762-35.8% |
| Participant deferral / active EE | $4,792 | $8,034-40.4% | $7,298-34.3% | $5,850-18.1% |
| Admin fee / account holder | $9,951 | $13,121-24.2% | $10,843-8.2% | $11,596-14.2% |