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 | $4,135 | $111,724-96.3% | $93,606-95.6% | $145,922-97.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 27.46% | 202.98%-175.5pp | 133.20%-105.7pp | 561.29%-533.8pp |
| Employer contribution / active EE | $1,166 | $3,090-62.2% | $2,420-51.8% | $4,660-75.0% |
| Participant deferral / active EE | $1,326 | $4,912-73.0% | $4,411-69.9% | $6,688-80.2% |
| Admin fee / account holder | $1,106 | $10,250-89.2% | $8,285-86.7% | $13,397-91.7% |