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 | $14,500 | $175,202-91.7% | $149,673-90.3% | $139,434-89.6% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 20.09% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,273 | $5,474-76.7% | $4,818-73.6% | $4,751-73.2% |
| Participant deferral / active EE | $2,160 | $6,519-66.9% | $5,680-62.0% | $6,710-67.8% |
| Admin fee / account holder | $1,763 | $16,150-89.1% | $13,210-86.7% | $11,403-84.5% |