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 | $4,826 | $159,602-97.0% | $150,045-96.8% | $142,382-96.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 13.12% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,103 | $4,961-37.5% | $4,693-33.9% | $4,299-27.8% |
| Participant deferral / active EE | $3,009 | $8,310-63.8% | $7,997-62.4% | $6,507-53.8% |
| Admin fee / account holder | $593 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |