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 6-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 | $14,810 | $165,984-91.1% | $164,813-91.0% | $145,922-89.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.97% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,998 | $5,273-62.1% | $4,341-54.0% | $4,660-57.1% |
| Participant deferral / active EE | $3,328 | $6,959-52.2% | $6,031-44.8% | $6,688-50.2% |
| Admin fee / account holder | $331 | $16,648-98.0% | $12,690-97.4% | $13,397-97.5% |