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 | $16,852 | $105,859-84.1% | $90,160-81.3% | $147,584-88.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 18.40% | 37.63%-19.2pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,125 | $4,126-72.7% | $3,318-66.1% | $4,876-76.9% |
| Participant deferral / active EE | $1,770 | $5,733-69.1% | $5,288-66.5% | $5,439-67.5% |
| Admin fee / account holder | $343 | $8,046-95.7% | $5,943-94.2% | $10,885-96.8% |