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 | $8,851 | $84,696-89.5% | $75,696-88.3% | $167,490-94.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 12.41% | 199.36%-187.0pp | 104.53%-92.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,654 | $3,230-17.8% | $2,743-3.2% | $4,837-45.1% |
| Participant deferral / active EE | $3,479 | $4,580-24.0% | $3,821-9.0% | $6,341-45.1% |
| Admin fee / account holder | $4,292 | $5,355-19.9% | $3,619+18.6% | $12,309-65.1% |