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 | $14,513 | $165,984-91.3% | $164,813-91.2% | $145,922-90.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 40.50% | 100.03%-59.5pp | 69.93%-29.4pp | 561.29%-520.8pp |
| Employer contribution / active EE | $1,148 | $5,273-78.2% | $4,341-73.6% | $4,660-75.4% |
| Participant deferral / active EE | $3,093 | $6,959-55.6% | $6,031-48.7% | $6,688-53.8% |
| Admin fee / account holder | $406 | $16,648-97.6% | $12,690-96.8% | $13,397-97.0% |