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 | $4,479 | $109,327-95.9% | $89,391-95.0% | $158,922-97.2% |
| Participation rate | 65.0% | 74.3%-9.3pp | 68.0%-3.0pp | 82.0%-17.0pp |
| Annual return | 32.20% | 345.68%-313.5pp | 245.62%-213.4pp | 302.83%-270.6pp |
| Employer contribution / active EE | $1,046 | $3,170-67.0% | $2,586-59.5% | $4,761-78.0% |
| Participant deferral / active EE | $2,076 | $4,598-54.9% | $3,890-46.6% | $5,982-65.3% |
| Admin fee / account holder | $510 | $6,153-91.7% | $4,881-89.5% | $11,246-95.5% |