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 | $12,804 | $93,571-86.3% | $135,903-90.6% | $75,163-83.0% |
| Participation rate | 50.9% | 75.2%-24.3pp | 81.9%-31.0pp | 67.2%-16.3pp |
| Annual return | 37.43% | 30.90%+6.5pp | 68.23%-30.8pp | 160.62%-123.2pp |
| Employer contribution / active EE | $1,015 | $3,537-71.3% | $4,856-79.1% | $2,670-62.0% |
| Participant deferral / active EE | $3,899 | $6,404-39.1% | $7,758-49.7% | $4,125-5.5% |
| Admin fee / account holder | $1,702 | $6,975-75.6% | $10,762-84.2% | $5,651-69.9% |