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 | $14,899 | $142,405-89.5% | $115,157-87.1% | $152,861-90.3% |
| Participation rate | 63.6% | 82.4%-18.7pp | 75.9%-12.3pp | 82.4%-18.8pp |
| Annual return | 33.48% | 41.48%-8.0pp | 35.60%-2.1pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,017 | $4,010-49.7% | $3,179-36.6% | $4,762-57.6% |
| Participant deferral / active EE | $2,955 | $5,164-42.8% | $4,168-29.1% | $5,850-49.5% |
| Admin fee / account holder | $760 | $8,462-91.0% | $7,088-89.3% | $11,596-93.4% |