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 | $14,441 | $105,998-86.4% | $92,233-84.3% | $147,584-90.2% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 21.58% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,057 | $4,333-75.6% | $3,679-71.3% | $4,876-78.3% |
| Participant deferral / active EE | $1,553 | $4,478-65.3% | $3,897-60.2% | $5,439-71.4% |
| Admin fee / account holder | $389 | $6,332-93.9% | $5,194-92.5% | $10,885-96.4% |