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 | $14,786 | $159,901-90.8% | $146,958-89.9% | $145,922-89.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.28% | 98.13%-82.8pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,869 | $5,286-64.6% | $4,933-62.1% | $4,660-59.9% |
| Participant deferral / active EE | $2,675 | $8,428-68.3% | $8,070-66.8% | $6,688-60.0% |
| Admin fee / account holder | $505 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |