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 | $13,326 | $112,096-88.1% | $95,952-86.1% | $158,922-91.6% |
| Participation rate | 45.8% | 79.0%-33.1pp | 77.1%-31.2pp | 82.0%-36.1pp |
| Annual return | 20.20% | 171.09%-150.9pp | 91.61%-71.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,055 | $3,198-67.0% | $2,541-58.5% | $4,761-77.9% |
| Participant deferral / active EE | $1,950 | $4,784-59.2% | $4,167-53.2% | $5,982-67.4% |
| Admin fee / account holder | $1,293 | $10,130-87.2% | $6,795-81.0% | $11,246-88.5% |