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 3-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 | $8,766 | $77,899-88.7% | $149,673-94.1% | $75,163-88.3% |
| Participation rate | 54.7% | 65.6%-10.9pp | 78.8%-24.1pp | 67.2%-12.5pp |
| Annual return | 214.27% | 31.72%+182.6pp | 134.42%+79.9pp | 160.62%+53.7pp |
| Employer contribution / active EE | $1,224 | $3,137-61.0% | $4,818-74.6% | $2,670-54.1% |
| Participant deferral / active EE | $2,130 | $3,411-37.5% | $5,680-62.5% | $4,125-48.4% |
| Admin fee / account holder | $575 | $5,956-90.4% | $13,210-95.7% | $5,651-89.8% |