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 | $12,449 | $84,233-85.2% | $170,442-92.7% | $70,131-82.2% |
| Participation rate | 59.5% | 70.8%-11.4pp | 83.6%-24.1pp | 69.5%-10.1pp |
| Annual return | 293.17% | 23.06%+270.1pp | 205.93%+87.2pp | 73.14%+220.0pp |
| Employer contribution / active EE | $1,148 | $3,387-66.1% | $5,433-78.9% | $2,342-51.0% |
| Participant deferral / active EE | $4,148 | $3,086+34.4% | $4,939-16.0% | $3,332+24.5% |
| Admin fee / account holder | $6,296 | $5,698+10.5% | $13,880-54.6% | $4,645+35.5% |