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 | $13,442 | $148,534-91.0% | $135,903-90.1% | $139,434-90.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 44.26% | 79.19%-34.9pp | 68.23%-24.0pp | 372.94%-328.7pp |
| Employer contribution / active EE | $1,811 | $5,243-65.5% | $4,856-62.7% | $4,751-61.9% |
| Participant deferral / active EE | $4,188 | $8,100-48.3% | $7,758-46.0% | $6,710-37.6% |
| Admin fee / account holder | $303 | $12,400-97.6% | $10,762-97.2% | $11,403-97.3% |