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 | $13,723 | $159,602-91.4% | $150,045-90.9% | $142,382-90.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 37.47% | 70.24%-32.8pp | 62.55%-25.1pp | 217.08%-179.6pp |
| Employer contribution / active EE | $2,921 | $4,961-41.1% | $4,693-37.8% | $4,299-32.0% |
| Participant deferral / active EE | $4,828 | $8,310-41.9% | $7,997-39.6% | $6,507-25.8% |
| Admin fee / account holder | $1,630 | $14,846-89.0% | $13,435-87.9% | $12,624-87.1% |