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 8-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 | $19,434 | $165,335-88.2% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 34.8% | 84.6%-49.8pp | 82.5%-47.7pp | 82.0%-47.2pp |
| Annual return | 25.78% | 348.15%-322.4pp | 276.60%-250.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,222 | $7,181-55.1% | $6,842-52.9% | $5,982-46.1% |
| Admin fee / account holder | $3,981 | $10,807-63.2% | $9,309-57.2% | $11,246-64.6% |