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 | $16,961 | $149,734-88.7% | $118,925-85.7% | $158,922-89.3% |
| Participation rate | 42.9% | 82.1%-39.2pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | 22.81% | 19.95%+2.9pp | 35.88%-13.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,432 | $4,115-40.9% | $3,263-25.5% | $4,761-48.9% |
| Participant deferral / active EE | $1,707 | $5,223-67.3% | $4,265-60.0% | $5,982-71.5% |
| Admin fee / account holder | $2,193 | $8,603-74.5% | $6,581-66.7% | $11,246-80.5% |