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 | $9,853 | $118,680-91.7% | $98,907-90.0% | $158,922-93.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 19.41% | 372.35%-352.9pp | 196.43%-177.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,647 | $3,333-50.6% | $2,689-38.7% | $4,761-65.4% |
| Participant deferral / active EE | $4,003 | $5,088-21.3% | $4,244-5.7% | $5,982-33.1% |
| Admin fee / account holder | $600 | $10,131-94.1% | $6,642-91.0% | $11,246-94.7% |