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 | $10,802 | $165,335-93.5% | $149,696-92.8% | $158,922-93.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.02% | 348.15%-319.1pp | 276.60%-247.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,326 | $5,103-34.8% | $4,644-28.4% | $4,761-30.2% |
| Participant deferral / active EE | $10,999 | $7,181+53.2% | $6,842+60.8% | $5,982+83.9% |
| Admin fee / account holder | $4,060 | $10,807-62.4% | $9,309-56.4% | $11,246-63.9% |