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 | $19,781 | $73,933-73.2% | $96,683-79.5% | $75,163-73.7% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 45.62% | 26.70%+18.9pp | 35.69%+9.9pp | 160.62%-115.0pp |
| Employer contribution / active EE | $1,207 | $2,928-58.8% | $3,737-67.7% | $2,670-54.8% |
| Participant deferral / active EE | $3,614 | $3,659-1.2% | $4,878-25.9% | $4,125-12.4% |
| Admin fee / account holder | $2,621 | $5,216-49.8% | $6,730-61.1% | $5,651-53.6% |