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 9-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 | $191 | $100,773-99.8% | $88,946-99.8% | $142,382-99.9% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 16.13% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,031 | $2,918+106.7% | $2,555+136.1% | $4,299+40.3% |
| Participant deferral / active EE | $7,037 | $5,230+34.5% | $4,581+53.6% | $6,507+8.1% |
| Admin fee / account holder | $433,831 | $9,693+4375.7% | $8,261+5151.6% | $12,624+3336.6% |