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 | $10,544 | $106,890-90.1% | $84,015-87.5% | $152,861-93.1% |
| Participation rate | 21.7% | 75.2%-53.5pp | 69.0%-47.3pp | 82.4%-60.7pp |
| Annual return | 21.29% | 104.99%-83.7pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,135 | $4,011-71.7% | $3,239-65.0% | $5,850-80.6% |
| Admin fee / account holder | $4,180 | $8,285-49.6% | $6,101-31.5% | $11,596-64.0% |