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 | $4,225 | $76,407-94.5% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 20.33% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $796 | $2,614-69.5% | $4,154-80.8% | $2,551-68.8% |
| Participant deferral / active EE | $908 | $3,214-71.7% | $5,453-83.3% | $4,139-78.1% |
| Admin fee / account holder | $356 | $6,352-94.4% | $14,116-97.5% | $7,234-95.1% |