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 | $14,162 | $102,317-86.2% | $146,958-90.4% | $80,856-82.5% |
| Participation rate | 46.9% | 75.8%-29.0pp | 82.2%-35.3pp | 67.6%-20.8pp |
| Annual return | 15.25% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,105 | $3,713-70.2% | $4,933-77.6% | $2,755-59.9% |
| Participant deferral / active EE | $2,854 | $6,644-57.0% | $8,070-64.6% | $4,296-33.6% |
| Admin fee / account holder | $552 | $7,941-93.1% | $12,998-95.8% | $6,918-92.0% |