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 | $11,819 | $197,591-94.0% | $177,821-93.4% | $158,922-92.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 6.86% | 58.76%-51.9pp | 48.32%-41.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,827 | $6,697-72.7% | $5,918-69.1% | $4,761-61.6% |
| Participant deferral / active EE | $5,901 | $8,405-29.8% | $7,714-23.5% | $5,982-1.4% |
| Admin fee / account holder | $7,381 | $15,399-52.1% | $12,427-40.6% | $11,246-34.4% |