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 3-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 | $6,140 | $107,452-94.3% | $91,541-93.3% | $142,382-95.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 20.00% | 22.06%-2.1pp | 20.50%-0.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,576 | $2,994-47.4% | $2,505-37.1% | $4,299-63.3% |
| Participant deferral / active EE | $2,375 | $4,754-50.0% | $4,008-40.7% | $6,507-63.5% |
| Admin fee / account holder | $4,144 | $8,834-53.1% | $6,956-40.4% | $12,624-67.2% |