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 | $30,179 | $152,460-80.2% | $118,746-74.6% | $147,584-79.6% |
| Participation rate | 33.3% | 82.3%-48.9pp | 78.3%-44.9pp | 82.8%-49.5pp |
| Annual return | 20.73% | 17.41%+3.3pp | 24.54%-3.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,778 | $6,212+41.3% | $5,332+64.6% | $5,439+61.4% |
| Admin fee / account holder | $949 | $16,953-94.4% | $10,720-91.1% | $10,885-91.3% |