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 | $15,508 | $105,998-85.4% | $92,233-83.2% | $147,584-89.5% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 31.45% | 50.05%-18.6pp | 176.28%-144.8pp | 578.55%-547.1pp |
| Employer contribution / active EE | $1,302 | $4,333-69.9% | $3,679-64.6% | $4,876-73.3% |
| Participant deferral / active EE | $4,270 | $4,478-4.6% | $3,897+9.6% | $5,439-21.5% |
| Admin fee / account holder | $941 | $6,332-85.1% | $5,194-81.9% | $10,885-91.4% |