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 | $7,422 | $115,770-93.6% | $101,248-92.7% | $158,922-95.3% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 31.35% | 56.14%-24.8pp | 46.47%-15.1pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,269 | $4,175-69.6% | $3,660-65.3% | $4,761-73.3% |
| Participant deferral / active EE | $1,656 | $4,957-66.6% | $4,370-62.1% | $5,982-72.3% |
| Admin fee / account holder | $437 | $7,245-94.0% | $5,945-92.7% | $11,246-96.1% |