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 8-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 | $7,768 | $109,327-92.9% | $89,391-91.3% | $158,922-95.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 23.53% | 345.68%-322.1pp | 245.62%-222.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,526 | $3,170-20.3% | $2,586-2.3% | $4,761-46.9% |
| Participant deferral / active EE | $2,558 | $4,598-44.4% | $3,890-34.2% | $5,982-57.2% |
| Admin fee / account holder | $388 | $6,153-93.7% | $4,881-92.1% | $11,246-96.6% |