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 | $4,776 | $95,561-95.0% | $77,163-93.8% | $139,434-96.6% |
| Participation rate | 46.7% | 73.9%-27.3pp | 69.6%-22.9pp | 80.3%-33.7pp |
| Annual return | 61.24% | 54.92%+6.3pp | 37.87%+23.4pp | 372.94%-311.7pp |
| Employer contribution / active EE | $485 | $3,147-84.6% | $2,535-80.9% | $4,751-89.8% |
| Participant deferral / active EE | $2,010 | $4,624-56.5% | $3,833-47.6% | $6,710-70.1% |
| Admin fee / account holder | $1,410 | $8,295-83.0% | $5,472-74.2% | $11,403-87.6% |