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 | $6,605 | $97,744-93.2% | $103,476-93.6% | $145,922-95.5% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 41.19% | 25.41%+15.8pp | 23.90%+17.3pp | 561.29%-520.1pp |
| Employer contribution / active EE | $1,537 | $4,677-67.1% | $4,672-67.1% | $4,660-67.0% |
| Participant deferral / active EE | $2,368 | $6,603-64.1% | $6,623-64.2% | $6,688-64.6% |
| Admin fee / account holder | $695 | $12,515-94.4% | $9,413-92.6% | $13,397-94.8% |