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 | $12,748 | $115,770-89.0% | $101,248-87.4% | $158,922-92.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 41.12% | 56.14%-15.0pp | 46.47%-5.4pp | 302.83%-261.7pp |
| Employer contribution / active EE | $1,036 | $4,175-75.2% | $3,660-71.7% | $4,761-78.2% |
| Participant deferral / active EE | $3,105 | $4,957-37.4% | $4,370-29.0% | $5,982-48.1% |
| Admin fee / account holder | $857 | $7,245-88.2% | $5,945-85.6% | $11,246-92.4% |