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 | $28,696 | $202,318-85.8% | $172,739-83.4% | $152,861-81.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 27.12% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,545 | $5,856-73.6% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $3,393 | $5,948-43.0% | $5,198-34.7% | $5,850-42.0% |
| Admin fee / account holder | $1,539 | $17,109-91.0% | $13,954-89.0% | $11,596-86.7% |