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 7-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 | $12,301 | $209,411-94.1% | $178,490-93.1% | $158,922-92.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 36.17% | 188.75%-152.6pp | 151.07%-114.9pp | 302.83%-266.7pp |
| Employer contribution / active EE | $2,257 | $5,706-60.4% | $5,011-55.0% | $4,761-52.6% |
| Participant deferral / active EE | $5,887 | $5,954-1.1% | $5,202+13.2% | $5,982-1.6% |
| Admin fee / account holder | $7,537 | $17,074-55.9% | $13,984-46.1% | $11,246-33.0% |