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 | $21,694 | $226,064-90.4% | $182,532-88.1% | $152,861-85.8% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.0%-36.8pp | 82.4%-41.3pp |
| Annual return | 23.90% | 192.51%-168.6pp | 148.54%-124.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,837 | $4,978-43.0% | $4,076-30.4% | $4,762-40.4% |
| Participant deferral / active EE | $4,351 | $6,368-31.7% | $5,524-21.2% | $5,850-25.6% |
| Admin fee / account holder | $4,482 | $10,703-58.1% | $8,592-47.8% | $11,596-61.3% |