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 | $16,332 | $150,187-89.1% | $120,354-86.4% | $145,922-88.8% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 12.80% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,805 | $4,348-58.5% | $3,463-47.9% | $4,660-61.3% |
| Participant deferral / active EE | $1,801 | $6,173-70.8% | $4,991-63.9% | $6,688-73.1% |
| Admin fee / account holder | $1,754 | $12,207-85.6% | $9,423-81.4% | $13,397-86.9% |