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 9-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 | $11,589 | $198,466-94.2% | $170,442-93.2% | $147,584-92.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 24.56% | 257.29%-232.7pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,527 | $6,184-75.3% | $5,433-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $3,900 | $5,629-30.7% | $4,939-21.0% | $5,439-28.3% |
| Admin fee / account holder | $3,467 | $16,852-79.4% | $13,880-75.0% | $10,885-68.2% |