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 | $9,792 | $91,190-89.3% | $178,490-94.5% | $79,858-87.7% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 38.48% | 24.19%+14.3pp | 151.07%-112.6pp | 31.71%+6.8pp |
| Employer contribution / active EE | $1,272 | $3,256-60.9% | $5,011-74.6% | $2,471-48.5% |
| Participant deferral / active EE | $2,160 | $3,236-33.3% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $1,001 | $6,751-85.2% | $13,984-92.8% | $5,306-81.1% |