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 | $15,960 | $148,534-89.3% | $135,903-88.3% | $139,434-88.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.97% | 79.19%-53.2pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,989 | $5,243-62.1% | $4,856-59.0% | $4,751-58.1% |
| Participant deferral / active EE | $2,982 | $8,100-63.2% | $7,758-61.6% | $6,710-55.6% |
| Admin fee / account holder | $1,497 | $12,400-87.9% | $10,762-86.1% | $11,403-86.9% |