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 | $80,717-95.0% | $154,803-97.4% | $84,808-95.2% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 13.38% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,560 | $2,761-43.5% | $4,305-63.8% | $2,631-40.7% |
| Participant deferral / active EE | $1,249 | $3,303-62.2% | $5,540-77.5% | $4,212-70.3% |
| Admin fee / account holder | $634 | $6,746-90.6% | $14,329-95.6% | $7,344-91.4% |