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 | $1,446 | $215,361-99.3% | $171,082-99.2% | $273,961-99.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 25.78% | 25.14%+0.6pp | 32.56%-6.8pp | 41.45%-15.7pp |
| Employer contribution / active EE | $330 | $4,967-93.4% | $4,002-91.8% | $4,869-93.2% |
| Participant deferral / active EE | $788 | $5,543-85.8% | $4,797-83.6% | $5,287-85.1% |
| Admin fee / account holder | $551 | $10,846-94.9% | $8,520-93.5% | $10,132-94.6% |