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 | $14,310 | $93,571-84.7% | $135,903-89.5% | $75,163-81.0% |
| Participation rate | 36.6% | 75.2%-38.6pp | 81.9%-45.3pp | 67.2%-30.6pp |
| Annual return | 36.12% | 30.90%+5.2pp | 68.23%-32.1pp | 160.62%-124.5pp |
| Employer contribution / active EE | $820 | $3,537-76.8% | $4,856-83.1% | $2,670-69.3% |
| Participant deferral / active EE | $2,958 | $6,404-53.8% | $7,758-61.9% | $4,125-28.3% |
| Admin fee / account holder | $2,601 | $6,975-62.7% | $10,762-75.8% | $5,651-54.0% |