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 | $11,835 | $183,963-93.6% | $162,163-92.7% | $152,861-92.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.4%-42.4pp |
| Annual return | 16.12% | 150.76%-134.6pp | 115.59%-99.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,003 | $6,371-68.6% | $5,614-64.3% | $4,762-57.9% |
| Participant deferral / active EE | $5,860 | $8,034-27.1% | $7,298-19.7% | $5,850+0.2% |
| Admin fee / account holder | $11,134 | $13,121-15.1% | $10,843+2.7% | $11,596-4.0% |