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 | $11,700 | $154,117-92.4% | $129,995-91.0% | $139,434-91.6% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 25.20% | 32.48%-7.3pp | -137.18%+162.4pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,265 | $5,289-76.1% | $4,320-70.7% | $4,751-73.4% |
| Participant deferral / active EE | $2,325 | $6,710-65.4% | $5,820-60.1% | $6,710-65.4% |
| Admin fee / account holder | $400 | $14,007-97.1% | $10,614-96.2% | $11,403-96.5% |