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 | $15,329 | $202,318-92.4% | $172,739-91.1% | $152,861-90.0% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 28.81% | 1029.65%-1000.8pp | 802.84%-774.0pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,587 | $5,856-72.9% | $5,143-69.1% | $4,762-66.7% |
| Participant deferral / active EE | $3,521 | $5,948-40.8% | $5,198-32.3% | $5,850-39.8% |
| Admin fee / account holder | $606 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |