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 | $18,924 | $63,346-70.1% | $92,233-79.5% | $70,131-73.0% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 18.07% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,772 | $2,471-28.3% | $3,679-51.8% | $2,342-24.3% |
| Participant deferral / active EE | $1,997 | $2,854-30.0% | $3,897-48.8% | $3,332-40.1% |
| Admin fee / account holder | $777 | $3,840-79.8% | $5,194-85.0% | $4,645-83.3% |