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 6-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 | $8,537 | $124,319-93.1% | $111,297-92.3% | $167,490-94.9% |
| Participation rate | 41.2% | 79.6%-38.4pp | 77.3%-36.1pp | 82.1%-40.9pp |
| Annual return | 29.07% | 37.44%-8.4pp | 54.65%-25.6pp | 478.56%-449.5pp |
| Employer contribution / active EE | $1,069 | $3,435-68.9% | $2,731-60.9% | $4,837-77.9% |
| Participant deferral / active EE | $2,842 | $5,180-45.1% | $4,487-36.7% | $6,341-55.2% |
| Admin fee / account holder | $3,227 | $10,618-69.6% | $7,964-59.5% | $12,309-73.8% |