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 | $13,912 | $190,805-92.7% | $159,960-91.3% | $134,475-89.7% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -18.62% | 552.23%-570.9pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,817 | $4,995-63.6% | $4,226-57.0% | $4,740-61.7% |
| Participant deferral / active EE | $3,574 | $6,923-48.4% | $6,182-42.2% | $6,400-44.2% |
| Admin fee / account holder | $13,293 | $10,471+26.9% | $8,698+52.8% | $11,426+16.3% |