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 | $5,809 | $98,240-94.1% | $82,313-92.9% | $147,584-96.1% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.4pp | 82.8%-21.3pp |
| Annual return | 21.55% | 30.85%-9.3pp | 25.88%-4.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $6,526 | $3,192+104.5% | $2,428+168.7% | $4,876+33.8% |
| Participant deferral / active EE | $8,284 | $4,383+89.0% | $3,706+123.5% | $5,439+52.3% |
| Admin fee / account holder | $796 | $8,563-90.7% | $5,608-85.8% | $10,885-92.7% |