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 | $6,319 | $104,907-94.0% | $84,611-92.5% | $152,861-95.9% |
| Participation rate | 53.3% | 74.8%-21.5pp | 68.2%-14.9pp | 82.4%-29.1pp |
| Annual return | 20.63% | 373.79%-353.2pp | 258.74%-238.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,688 | $3,302-18.6% | $2,652+1.4% | $4,762-43.6% |
| Participant deferral / active EE | $1,324 | $4,688-71.7% | $3,899-66.0% | $5,850-77.4% |
| Admin fee / account holder | $1,723 | $6,241-72.4% | $4,912-64.9% | $11,596-85.1% |