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 3-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 | $8,209 | $180,749-95.5% | $160,784-94.9% | $137,256-94.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 18.50% | 2234.46%-2216.0pp | 1803.92%-1785.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $986 | $4,155-76.3% | $3,733-73.6% | $4,156-76.3% |
| Participant deferral / active EE | $1,368 | $6,844-80.0% | $6,293-78.3% | $6,407-78.6% |
| Admin fee / account holder | $1,903 | $10,397-81.7% | $9,717-80.4% | $12,270-84.5% |