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 | $6,072 | $104,907-94.2% | $84,611-92.8% | $152,861-96.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 16.64% | 373.79%-357.1pp | 258.74%-242.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $739 | $3,302-77.6% | $2,652-72.1% | $4,762-84.5% |
| Participant deferral / active EE | $890 | $4,688-81.0% | $3,899-77.2% | $5,850-84.8% |
| Admin fee / account holder | $732 | $6,241-88.3% | $4,912-85.1% | $11,596-93.7% |