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 | $10,626 | $115,770-90.8% | $101,248-89.5% | $158,922-93.3% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | 25.72% | 56.14%-30.4pp | 46.47%-20.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,488 | $4,175-64.3% | $3,660-59.3% | $4,761-68.7% |
| Participant deferral / active EE | $3,301 | $4,957-33.4% | $4,370-24.5% | $5,982-44.8% |
| Admin fee / account holder | $1,101 | $7,245-84.8% | $5,945-81.5% | $11,246-90.2% |