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 | $10,236 | $106,515-90.4% | $96,683-89.4% | $139,434-92.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.53% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,976 | $4,103-51.8% | $3,737-47.1% | $4,751-58.4% |
| Participant deferral / active EE | $3,881 | $5,454-28.8% | $4,878-20.4% | $6,710-42.2% |
| Admin fee / account holder | $1,063 | $7,877-86.5% | $6,730-84.2% | $11,403-90.7% |