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 | $10,488 | $117,983-91.1% | $101,794-89.7% | $142,382-92.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 10.09% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,495 | $2,773-46.1% | $2,289-34.7% | $4,299-65.2% |
| Participant deferral / active EE | $1,565 | $4,714-66.8% | $4,084-61.7% | $6,507-76.0% |
| Admin fee / account holder | $2,027 | $10,433-80.6% | $8,777-76.9% | $12,624-83.9% |