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 | $19,442 | $165,335-88.2% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.56% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,725 | $5,103-66.2% | $4,644-62.9% | $4,761-63.8% |
| Participant deferral / active EE | $8,625 | $7,181+20.1% | $6,842+26.1% | $5,982+44.2% |
| Admin fee / account holder | $378 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |