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 | $18,306 | $154,117-88.1% | $129,995-85.9% | $139,434-86.9% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.5%-26.3pp | 80.3%-28.1pp |
| Annual return | 29.40% | 32.48%-3.1pp | -137.18%+166.6pp | 372.94%-343.5pp |
| Employer contribution / active EE | $2,373 | $5,289-55.1% | $4,320-45.1% | $4,751-50.1% |
| Participant deferral / active EE | $4,373 | $6,710-34.8% | $5,820-24.9% | $6,710-34.8% |
| Admin fee / account holder | $888 | $14,007-93.7% | $10,614-91.6% | $11,403-92.2% |