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 | $9,928 | $78,672-87.4% | $109,143-90.9% | $85,850-88.4% |
| Participation rate | 55.6% | 68.3%-12.7pp | 75.9%-20.3pp | 69.3%-13.8pp |
| Annual return | 15.41% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,249 | $2,735-54.3% | $3,722-66.4% | $2,565-51.3% |
| Participant deferral / active EE | $2,646 | $3,467-23.7% | $4,653-43.1% | $3,952-33.0% |
| Admin fee / account holder | $513 | $5,469-90.6% | $6,752-92.4% | $6,260-91.8% |