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 | $17,648 | $154,117-88.5% | $129,995-86.4% | $139,434-87.3% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 17.05% | 32.48%-15.4pp | -137.18%+154.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,898 | $5,289-64.1% | $4,320-56.1% | $4,751-60.0% |
| Participant deferral / active EE | $3,222 | $6,710-52.0% | $5,820-44.6% | $6,710-52.0% |
| Admin fee / account holder | $456 | $14,007-96.7% | $10,614-95.7% | $11,403-96.0% |