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 3-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 | $10,441 | $117,983-91.2% | $101,794-89.7% | $142,382-92.7% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.2%-7.3pp | 80.1%-18.2pp |
| Annual return | 12.77% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $868 | $2,773-68.7% | $2,289-62.1% | $4,299-79.8% |
| Participant deferral / active EE | $1,745 | $4,714-63.0% | $4,084-57.3% | $6,507-73.2% |
| Admin fee / account holder | $3,392 | $10,433-67.5% | $8,777-61.4% | $12,624-73.1% |