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 | $10,196 | $55,415-81.6% | $155,509-93.4% | $74,495-86.3% |
| Participation rate | 40.4% | 61.9%-21.5pp | 78.2%-37.8pp | 67.2%-26.8pp |
| Annual return | 12.60% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $885 | $2,267-61.0% | $4,672-81.1% | $2,623-66.2% |
| Participant deferral / active EE | $1,547 | $2,836-45.5% | $5,626-72.5% | $4,346-64.4% |
| Admin fee / account holder | $1,448 | $1,738-16.7% | $15,912-90.9% | $1,942-25.4% |