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 | $5,707 | $148,534-96.2% | $135,903-95.8% | $139,434-95.9% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 54.68% | 79.19%-24.5pp | 68.23%-13.6pp | 372.94%-318.3pp |
| Employer contribution / active EE | $4,745 | $5,243-9.5% | $4,856-2.3% | $4,751-0.1% |
| Participant deferral / active EE | $4,745 | $8,100-41.4% | $7,758-38.8% | $6,710-29.3% |
| Admin fee / account holder | $840 | $12,400-93.2% | $10,762-92.2% | $11,403-92.6% |