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 9-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 | $12,170 | $112,096-89.1% | $95,952-87.3% | $158,922-92.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 13.95% | 171.09%-157.1pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,292 | $3,198-28.3% | $2,541-9.8% | $4,761-51.9% |
| Participant deferral / active EE | $2,550 | $4,784-46.7% | $4,167-38.8% | $5,982-57.4% |
| Admin fee / account holder | $5,405 | $10,130-46.6% | $6,795-20.5% | $11,246-51.9% |