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 | $4,562 | $183,592-97.5% | $155,567-97.1% | $145,959-96.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.19% | 61.24%-43.0pp | 64.74%-46.5pp | 561.95%-543.8pp |
| Employer contribution / active EE | $9,770 | $5,315+83.8% | $4,674+109.0% | $4,661+109.6% |
| Participant deferral / active EE | $6,620 | $6,464+2.4% | $5,628+17.6% | $6,689-1.0% |
| Admin fee / account holder | $283,848 | $19,318+1369.3% | $15,916+1683.4% | $13,398+2018.6% |