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 9-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 | $9,836 | $116,175-91.5% | $93,606-89.5% | $152,861-93.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 32.11% | 35.96%-3.9pp | 32.76%-0.7pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,149 | $3,218-64.3% | $2,718-57.7% | $4,762-75.9% |
| Participant deferral / active EE | $2,158 | $4,603-53.1% | $4,069-47.0% | $5,850-63.1% |
| Admin fee / account holder | $5,852 | $10,748-45.6% | $7,888-25.8% | $11,596-49.5% |