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 3-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 | $12,306 | $238,490-94.8% | $180,183-93.2% | $142,382-91.4% |
| Participation rate | 44.4% | 82.3%-37.8pp | 77.4%-33.0pp | 80.1%-35.7pp |
| Annual return | 25.47% | 33.56%-8.1pp | 27.86%-2.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,655 | $6,143-73.1% | $5,039-67.2% | $4,299-61.5% |
| Participant deferral / active EE | $2,956 | $7,996-63.0% | $6,822-56.7% | $6,507-54.6% |
| Admin fee / account holder | $2,369 | $28,866-91.8% | $19,975-88.1% | $12,624-81.2% |