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 7-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 | $12,562 | $175,202-92.8% | $149,673-91.6% | $139,434-91.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.17% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,645 | $5,474-69.9% | $4,818-65.9% | $4,751-65.4% |
| Participant deferral / active EE | $2,418 | $6,519-62.9% | $5,680-57.4% | $6,710-64.0% |
| Admin fee / account holder | $1,383 | $16,150-91.4% | $13,210-89.5% | $11,403-87.9% |