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 4-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 | $7,745 | $77,899-90.1% | $149,673-94.8% | $75,163-89.7% |
| Participation rate | 55.9% | 65.6%-9.7pp | 78.8%-22.9pp | 67.2%-11.3pp |
| Annual return | 21.03% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,234 | $3,137-60.7% | $4,818-74.4% | $2,670-53.8% |
| Participant deferral / active EE | $1,801 | $3,411-47.2% | $5,680-68.3% | $4,125-56.3% |
| Admin fee / account holder | $713 | $5,956-88.0% | $13,210-94.6% | $5,651-87.4% |