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 | $6,777 | $107,334-93.7% | $92,893-92.7% | $152,861-95.6% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 40.39% | 145.58%-105.2pp | 109.41%-69.0pp | 345.32%-304.9pp |
| Employer contribution / active EE | $1,187 | $4,221-71.9% | $3,653-67.5% | $4,762-75.1% |
| Participant deferral / active EE | $1,737 | $4,845-64.2% | $4,236-59.0% | $5,850-70.3% |
| Admin fee / account holder | $959 | $7,079-86.5% | $5,794-83.5% | $11,596-91.7% |