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 3-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 | $9,897 | $102,604-90.4% | $86,188-88.5% | $139,434-92.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 42.31% | 1922.51%-1880.2pp | 1168.45%-1126.1pp | 372.94%-330.6pp |
| Employer contribution / active EE | $3,710 | $3,032+22.3% | $2,380+55.9% | $4,751-21.9% |
| Participant deferral / active EE | $5,258 | $4,676+12.5% | $3,985+31.9% | $6,710-21.6% |
| Admin fee / account holder | $4,557 | $8,657-47.4% | $6,852-33.5% | $11,403-60.0% |