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 | $10,600 | $112,881-90.6% | $90,951-88.3% | $158,922-93.3% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 9.15% | 215.79%-206.6pp | 134.60%-125.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,360 | $2,893-18.4% | $2,122+11.2% | $4,761-50.4% |
| Participant deferral / active EE | $7,340 | $4,128+77.8% | $3,373+117.6% | $5,982+22.7% |
| Admin fee / account holder | $7,056 | $8,041-12.2% | $5,959+18.4% | $11,246-37.3% |