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 5-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 | $9,008 | $111,754-91.9% | $103,333-91.3% | $145,922-93.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,471 | $4,212-65.1% | $3,868-62.0% | $4,660-68.4% |
| Participant deferral / active EE | $2,885 | $5,619-48.7% | $5,057-43.0% | $6,688-56.9% |
| Admin fee / account holder | $2,463 | $9,750-74.7% | $8,355-70.5% | $13,397-81.6% |