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 6-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 | $15,254 | $209,411-92.7% | $178,490-91.5% | $158,922-90.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 56.70% | 188.75%-132.1pp | 151.07%-94.4pp | 302.83%-246.1pp |
| Employer contribution / active EE | $2,363 | $5,706-58.6% | $5,011-52.8% | $4,761-50.4% |
| Participant deferral / active EE | $3,983 | $5,954-33.1% | $5,202-23.4% | $5,982-33.4% |
| Admin fee / account holder | $319 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |