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 | $32,116 | $198,466-83.8% | $170,442-81.2% | $147,584-78.2% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 17.42% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,211 | $6,184-64.2% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $3,722 | $5,629-33.9% | $4,939-24.6% | $5,439-31.6% |
| Admin fee / account holder | $300 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |