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 | $10,862 | $105,859-89.7% | $90,160-88.0% | $147,584-92.6% |
| Participation rate | 61.1% | 79.7%-18.6pp | 76.9%-15.8pp | 82.8%-21.7pp |
| Annual return | 35.42% | 37.63%-2.2pp | 34.88%+0.5pp | 578.55%-543.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,400 | $5,733-5.8% | $5,288+2.1% | $5,439-0.7% |
| Admin fee / account holder | $603 | $8,046-92.5% | $5,943-89.8% | $10,885-94.5% |