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 | $19,087 | $105,181-81.9% | $159,436-88.0% | $85,850-77.8% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.8%-34.4pp | 69.3%-20.9pp |
| Annual return | 47.71% | 45.07%+2.6pp | 263.57%-215.9pp | 318.53%-270.8pp |
| Employer contribution / active EE | $3,315 | $3,318-0.1% | $4,829-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $5,815 | $5,945-2.2% | $7,352-20.9% | $3,952+47.2% |
| Admin fee / account holder | $3,814 | $6,933-45.0% | $10,799-64.7% | $6,260-39.1% |