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 | $6,478 | $165,335-96.1% | $149,696-95.7% | $158,922-95.9% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 44.31% | 348.15%-303.8pp | 276.60%-232.3pp | 302.83%-258.5pp |
| Employer contribution / active EE | $4,689 | $5,103-8.1% | $4,644+1.0% | $4,761-1.5% |
| Participant deferral / active EE | $8,060 | $7,181+12.2% | $6,842+17.8% | $5,982+34.7% |
| Admin fee / account holder | $1,424 | $10,807-86.8% | $9,309-84.7% | $11,246-87.3% |