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 | $15,489 | $165,912-90.7% | $122,332-87.3% | $147,584-89.5% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 16.77% | 34.55%-17.8pp | 30.27%-13.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,737 | $5,754-52.4% | $4,050-32.4% | $4,876-43.9% |
| Participant deferral / active EE | $1,952 | $4,005-51.3% | $3,287-40.6% | $5,439-64.1% |
| Admin fee / account holder | $22,589 | $7,424+204.3% | $5,478+312.4% | $10,885+107.5% |