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 | $28,781 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 49.62% | 257.29%-207.7pp | 205.93%-156.3pp | 578.55%-528.9pp |
| Employer contribution / active EE | $1,358 | $6,184-78.0% | $5,433-75.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,035 | $5,629-46.1% | $4,939-38.6% | $5,439-44.2% |
| Admin fee / account holder | $23,961 | $16,852+42.2% | $13,880+72.6% | $10,885+120.1% |