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 | $11,447 | $73,515-84.4% | $62,995-81.8% | $147,584-92.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 30.07% | 175.43%-145.4pp | 87.57%-57.5pp | 578.55%-548.5pp |
| Employer contribution / active EE | $1,769 | $3,320-46.7% | $2,759-35.9% | $4,876-63.7% |
| Participant deferral / active EE | $2,547 | $4,185-39.1% | $3,329-23.5% | $5,439-53.2% |
| Admin fee / account holder | $611 | $5,953-89.7% | $3,600-83.0% | $10,885-94.4% |