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 | $21,810 | $157,256-86.1% | $141,162-84.5% | $152,861-85.7% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.0pp | 82.4%-14.0pp |
| Annual return | 34.33% | 64.32%-30.0pp | 71.39%-37.1pp | 345.32%-311.0pp |
| Employer contribution / active EE | $2,571 | $5,261-51.1% | $4,735-45.7% | $4,762-46.0% |
| Participant deferral / active EE | $4,899 | $7,109-31.1% | $6,709-27.0% | $5,850-16.3% |
| Admin fee / account holder | $571 | $12,120-95.3% | $10,261-94.4% | $11,596-95.1% |