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 | $17,518 | $226,064-92.3% | $182,532-90.4% | $152,861-88.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 18.78% | 192.51%-173.7pp | 148.54%-129.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,126 | $4,978-77.4% | $4,076-72.4% | $4,762-76.3% |
| Participant deferral / active EE | $1,440 | $6,368-77.4% | $5,524-73.9% | $5,850-75.4% |
| Admin fee / account holder | $8,594 | $10,703-19.7% | $8,5920% | $11,596-25.9% |