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 5-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 | $4,055 | $76,407-94.7% | $150,298-97.3% | $82,448-95.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 13.38% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,560 | $2,614-40.3% | $4,154-62.4% | $2,551-38.8% |
| Participant deferral / active EE | $1,249 | $3,214-61.1% | $5,453-77.1% | $4,139-69.8% |
| Admin fee / account holder | $634 | $6,352-90.0% | $14,116-95.5% | $7,234-91.2% |