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 | $7,778 | $118,450-93.4% | $98,439-92.1% | $139,434-94.4% |
| Participation rate | 47.1% | 77.4%-30.4pp | 75.2%-28.1pp | 80.3%-33.3pp |
| Annual return | 32.97% | 18.94%+14.0pp | 21.16%+11.8pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,361 | $3,609-62.3% | $3,048-55.3% | $4,751-71.3% |
| Participant deferral / active EE | $1,863 | $5,392-65.4% | $4,738-60.7% | $6,710-72.2% |
| Admin fee / account holder | $792 | $14,026-94.4% | $8,948-91.1% | $11,403-93.1% |