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 | $7,469 | $157,256-95.3% | $141,162-94.7% | $152,861-95.1% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.4%-40.8pp |
| Annual return | 27.54% | 64.32%-36.8pp | 71.39%-43.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,241 | $5,261-57.4% | $4,735-52.7% | $4,762-52.9% |
| Participant deferral / active EE | $3,988 | $7,109-43.9% | $6,709-40.6% | $5,850-31.8% |
| Admin fee / account holder | $4,328 | $12,120-64.3% | $10,261-57.8% | $11,596-62.7% |