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 | $14,290 | $173,345-91.8% | $136,007-89.5% | $145,922-90.2% |
| Participation rate | 5.9% | 80.5%-74.6pp | 76.5%-70.6pp | 80.3%-74.4pp |
| Annual return | 18.00% | 1163.32%-1145.3pp | 579.32%-561.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $4,923 | $5,278-6.7% | $4,217+16.8% | $4,660+5.7% |
| Participant deferral / active EE | $8,908 | $8,699+2.4% | $7,025+26.8% | $6,688+33.2% |
| Admin fee / account holder | $2,170 | $9,954-78.2% | $6,858-68.4% | $13,397-83.8% |