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 | $8,573 | $165,335-94.8% | $149,696-94.3% | $158,922-94.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 26.07% | 348.15%-322.1pp | 276.60%-250.5pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,471 | $5,103-71.2% | $4,644-68.3% | $4,761-69.1% |
| Participant deferral / active EE | $3,996 | $7,181-44.4% | $6,842-41.6% | $5,982-33.2% |
| Admin fee / account holder | $728 | $10,807-93.3% | $9,309-92.2% | $11,246-93.5% |