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 | $10,609 | $51,315-79.3% | $95,745-88.9% | $71,457-85.2% |
| Participation rate | 41.0% | 63.0%-22.0pp | 72.3%-31.2pp | 67.9%-26.9pp |
| Annual return | 64.20% | 25.26%+38.9pp | 28.35%+35.8pp | 28.85%+35.4pp |
| Employer contribution / active EE | $1,425 | $1,819-21.7% | $2,835-49.7% | $2,588-44.9% |
| Participant deferral / active EE | $2,810 | $3,358-16.3% | $4,245-33.8% | $4,289-34.5% |
| Admin fee / account holder | $864 | $1,137-24.0% | $5,678-84.8% | $1,587-45.6% |