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 | $9,460 | $140,940-93.3% | $112,229-91.6% | $139,434-93.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 30.86% | 32.71%-1.8pp | 30.20%+0.7pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,084 | $4,283-51.3% | $3,430-39.2% | $4,751-56.1% |
| Participant deferral / active EE | $3,064 | $5,874-47.8% | $4,798-36.1% | $6,710-54.3% |
| Admin fee / account holder | $748 | $9,954-92.5% | $7,748-90.3% | $11,403-93.4% |