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 | $25,786 | $144,119-82.1% | $117,854-78.1% | $147,584-82.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 10.77% | 531.15%-520.4pp | 335.08%-324.3pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,354 | $4,896-72.4% | $3,786-64.2% | $4,876-72.2% |
| Participant deferral / active EE | $1,903 | $5,316-64.2% | $4,482-57.5% | $5,439-65.0% |
| Admin fee / account holder | $13,212 | $10,886+21.4% | $8,020+64.7% | $10,885+21.4% |