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 | $11,590 | $149,734-92.3% | $118,925-90.3% | $158,922-92.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 112.69% | 19.95%+92.7pp | 35.88%+76.8pp | 302.83%-190.1pp |
| Employer contribution / active EE | $2,099 | $4,115-49.0% | $3,263-35.7% | $4,761-55.9% |
| Participant deferral / active EE | $2,448 | $5,223-53.1% | $4,265-42.6% | $5,982-59.1% |
| Admin fee / account holder | $912 | $8,603-89.4% | $6,581-86.1% | $11,246-91.9% |