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 | $19,236 | $180,449-89.3% | $154,107-87.5% | $135,375-85.8% |
| Participation rate | 46.7% | 87.4%-40.8pp | 83.0%-36.4pp | 82.6%-36.0pp |
| Annual return | -2.60% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,945 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $2,035 | $5,806-65.0% | $5,081-60.0% | $5,609-63.7% |
| Admin fee / account holder | $994 | $16,143-93.8% | $13,411-92.6% | $10,827-90.8% |