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 | $28,224 | $197,591-85.7% | $177,821-84.1% | $158,922-82.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 16.23% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,195 | $6,697-67.2% | $5,918-62.9% | $4,761-53.9% |
| Participant deferral / active EE | $3,299 | $8,405-60.7% | $7,714-57.2% | $5,982-44.8% |
| Admin fee / account holder | $408 | $15,399-97.3% | $12,427-96.7% | $11,246-96.4% |