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 | $10,610 | $124,319-91.5% | $111,297-90.5% | $167,490-93.7% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 14.22% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,584 | $3,435-24.8% | $2,731-5.4% | $4,837-46.6% |
| Participant deferral / active EE | $3,891 | $5,180-24.9% | $4,487-13.3% | $6,341-38.6% |
| Admin fee / account holder | $45,077 | $10,618+324.5% | $7,964+466.0% | $12,309+266.2% |