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 | $7,796 | $97,757-92.0% | $83,848-90.7% | $135,375-94.2% |
| Participation rate | 40.9% | 80.0%-39.0pp | 76.1%-35.2pp | 82.6%-41.7pp |
| Annual return | 9.20% | 1287.37%-1278.2pp | 850.88%-841.7pp | 519.73%-510.5pp |
| Employer contribution / active EE | $799 | $4,222-81.1% | $3,631-78.0% | $4,779-83.3% |
| Participant deferral / active EE | $1,375 | $4,682-70.6% | $4,082-66.3% | $5,609-75.5% |
| Admin fee / account holder | $338 | $6,674-94.9% | $5,478-93.8% | $10,827-96.9% |