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 6-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 | $9,869 | $108,919-90.9% | $100,391-90.2% | $145,922-93.2% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 40.46% | 57.88%-17.4pp | 49.20%-8.7pp | 561.29%-520.8pp |
| Employer contribution / active EE | $6,616 | $4,419+49.7% | $3,942+67.9% | $4,660+42.0% |
| Participant deferral / active EE | $3,041 | $8,445-64.0% | $8,082-62.4% | $6,688-54.5% |
| Admin fee / account holder | $2,332 | $9,689-75.9% | $7,899-70.5% | $13,397-82.6% |