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 | $16,678 | $185,200-91.0% | $142,863-88.3% | $167,490-90.0% |
| Participation rate | 64.3% | 78.4%-14.2pp | 71.9%-7.6pp | 82.1%-17.8pp |
| Annual return | 11.29% | 8555.70%-8544.4pp | 5637.54%-5626.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,212 | $5,604-78.4% | $4,144-70.8% | $4,837-74.9% |
| Participant deferral / active EE | $3,192 | $4,494-29.0% | $3,837-16.8% | $6,341-49.7% |
| Admin fee / account holder | $812 | $8,031-89.9% | $6,560-87.6% | $12,309-93.4% |