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 | $10,582 | $81,632-87.0% | $70,449-85.0% | $158,922-93.3% |
| Participation rate | 59.1% | 77.7%-18.6pp | 75.1%-16.0pp | 82.0%-22.9pp |
| Annual return | 36.52% | 208.40%-171.9pp | 109.03%-72.5pp | 302.83%-266.3pp |
| Employer contribution / active EE | $865 | $3,217-73.1% | $2,737-68.4% | $4,761-81.8% |
| Participant deferral / active EE | $1,090 | $4,554-76.1% | $3,709-70.6% | $5,982-81.8% |
| Admin fee / account holder | $317 | $6,193-94.9% | $3,845-91.8% | $11,246-97.2% |