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 5-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 | $11,496 | $175,202-93.4% | $149,673-92.3% | $139,434-91.8% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 20.63% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,433 | $5,474-73.8% | $4,818-70.2% | $4,751-69.8% |
| Participant deferral / active EE | $3,008 | $6,519-53.9% | $5,680-47.0% | $6,710-55.2% |
| Admin fee / account holder | $4,422 | $16,150-72.6% | $13,210-66.5% | $11,403-61.2% |