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 | $14,128 | $209,411-93.3% | $178,490-92.1% | $158,922-91.1% |
| Participation rate | 4.2% | 86.3%-82.2pp | 81.9%-77.8pp | 82.0%-77.8pp |
| Annual return | 11.02% | 188.75%-177.7pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,478 | $5,706-74.1% | $5,011-70.5% | $4,761-69.0% |
| Participant deferral / active EE | $2,348 | $5,954-60.6% | $5,202-54.9% | $5,982-60.8% |
| Admin fee / account holder | $2,266 | $17,074-86.7% | $13,984-83.8% | $11,246-79.8% |