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 | $16,646 | $209,411-92.1% | $178,490-90.7% | $158,922-89.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 23.25% | 188.75%-165.5pp | 151.07%-127.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,131 | $5,706-62.7% | $5,011-57.5% | $4,761-55.2% |
| Participant deferral / active EE | $5,434 | $5,954-8.7% | $5,202+4.5% | $5,982-9.2% |
| Admin fee / account holder | $3,464 | $17,074-79.7% | $13,984-75.2% | $11,246-69.2% |