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 | $15,347 | $165,335-90.7% | $149,696-89.7% | $158,922-90.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 18.39% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,015 | $5,103-40.9% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $3,148 | $7,181-56.2% | $6,842-54.0% | $5,982-47.4% |
| Admin fee / account holder | $2,630 | $10,807-75.7% | $9,309-71.7% | $11,246-76.6% |