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 | $17,698 | $126,574-86.0% | $106,213-83.3% | $145,922-87.9% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 19.55% | 224.79%-205.2pp | 116.14%-96.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,655 | $3,730-28.8% | $3,171-16.3% | $4,660-43.0% |
| Participant deferral / active EE | $3,330 | $5,724-41.8% | $5,016-33.6% | $6,688-50.2% |
| Admin fee / account holder | $29,868 | $17,304+72.6% | $11,033+170.7% | $13,397+122.9% |