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 | $12,373 | $126,574-90.2% | $106,213-88.4% | $145,922-91.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 11.00% | 224.79%-213.8pp | 116.14%-105.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,021 | $3,730-72.6% | $3,171-67.8% | $4,660-78.1% |
| Participant deferral / active EE | $3,397 | $5,724-40.7% | $5,016-32.3% | $6,688-49.2% |
| Admin fee / account holder | $3,339 | $17,304-80.7% | $11,033-69.7% | $13,397-75.1% |