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 | $10,666 | $107,334-90.1% | $92,893-88.5% | $152,861-93.0% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.4%-25.9pp |
| Annual return | 37.95% | 145.58%-107.6pp | 109.41%-71.5pp | 345.32%-307.4pp |
| Employer contribution / active EE | $1,383 | $4,221-67.2% | $3,653-62.1% | $4,762-71.0% |
| Participant deferral / active EE | $2,365 | $4,845-51.2% | $4,236-44.2% | $5,850-59.6% |
| Admin fee / account holder | $854 | $7,079-87.9% | $5,794-85.3% | $11,596-92.6% |