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 | $13,747 | $110,257-87.5% | $96,544-85.8% | $139,434-90.1% |
| Participation rate | 52.2% | 78.1%-25.9pp | 76.0%-23.8pp | 80.3%-28.1pp |
| Annual return | 28.73% | 26.32%+2.4pp | 25.84%+2.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $1,190 | $3,620-67.1% | $2,965-59.9% | $4,751-75.0% |
| Participant deferral / active EE | $2,998 | $5,548-46.0% | $4,851-38.2% | $6,710-55.3% |
| Admin fee / account holder | $331 | $11,591-97.1% | $8,252-96.0% | $11,403-97.1% |