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 | $12,297 | $54,517-77.4% | $75,972-83.8% | $74,495-83.5% |
| Participation rate | 44.2% | 60.3%-16.1pp | 69.1%-24.9pp | 67.2%-23.0pp |
| Annual return | 14.84% | 31.82%-17.0pp | 359.55%-344.7pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $887 | $1,777-50.1% | $2,685-67.0% | $2,623-66.2% |
| Participant deferral / active EE | $1,539 | $3,066-49.8% | $4,255-63.8% | $4,346-64.6% |
| Admin fee / account holder | $694 | $2,229-68.9% | $6,467-89.3% | $1,942-64.2% |