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 | $10,926 | $142,405-92.3% | $115,157-90.5% | $152,861-92.9% |
| Participation rate | 64.3% | 82.4%-18.1pp | 75.9%-11.6pp | 82.4%-18.2pp |
| Annual return | 31.10% | 41.48%-10.4pp | 35.60%-4.5pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,232 | $4,010-69.3% | $3,179-61.2% | $4,762-74.1% |
| Participant deferral / active EE | $2,464 | $5,164-52.3% | $4,168-40.9% | $5,850-57.9% |
| Admin fee / account holder | $745 | $8,462-91.2% | $7,088-89.5% | $11,596-93.6% |