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 8-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 | $15,283 | $124,281-87.7% | $109,143-86.0% | $167,490-90.9% |
| Participation rate | 54.2% | 79.4%-25.3pp | 75.9%-21.7pp | 82.1%-27.9pp |
| Annual return | 20.00% | 26.04%-6.0pp | 25.75%-5.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,249 | $4,207-46.5% | $3,722-39.6% | $4,837-53.5% |
| Participant deferral / active EE | $4,372 | $5,255-16.8% | $4,653-6.0% | $6,341-31.0% |
| Admin fee / account holder | $2,253 | $7,970-71.7% | $6,752-66.6% | $12,309-81.7% |