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 | $20,224 | $165,912-87.8% | $122,332-83.5% | $147,584-86.3% |
| Participation rate | 9.1% | 79.6%-70.5pp | 71.6%-62.5pp | 82.8%-73.7pp |
| Annual return | 113.12% | 34.55%+78.6pp | 30.27%+82.8pp | 578.55%-465.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,750 | $4,005-56.3% | $3,287-46.8% | $5,439-67.8% |
| Admin fee / account holder | $1,940 | $7,424-73.9% | $5,478-64.6% | $10,885-82.2% |