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 | $10,074 | $180,449-94.4% | $154,107-93.5% | $135,375-92.6% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | 1.52% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $1,912 | $6,035-68.3% | $5,298-63.9% | $4,779-60.0% |
| Participant deferral / active EE | $2,493 | $5,806-57.1% | $5,081-50.9% | $5,609-55.5% |
| Admin fee / account holder | $1,080 | $16,143-93.3% | $13,411-91.9% | $10,827-90.0% |