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 | $13,336 | $112,096-88.1% | $95,952-86.1% | $158,922-91.6% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 32.49% | 171.09%-138.6pp | 91.61%-59.1pp | 302.83%-270.3pp |
| Employer contribution / active EE | $924 | $3,198-71.1% | $2,541-63.6% | $4,761-80.6% |
| Participant deferral / active EE | $2,948 | $4,784-38.4% | $4,167-29.3% | $5,982-50.7% |
| Admin fee / account holder | $306 | $10,130-97.0% | $6,795-95.5% | $11,246-97.3% |