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 | $7,463 | $190,805-96.1% | $159,960-95.3% | $134,475-94.5% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.83% | 552.23%-566.1pp | 408.60%-422.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,150 | $4,995-57.0% | $4,226-49.1% | $4,740-54.6% |
| Participant deferral / active EE | $6,758 | $6,923-2.4% | $6,182+9.3% | $6,400+5.6% |
| Admin fee / account holder | $10,237 | $10,471-2.2% | $8,698+17.7% | $11,426-10.4% |