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 6-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 | $14,494 | $118,849-87.8% | $96,562-85.0% | $167,490-91.3% |
| Participation rate | 34.8% | 75.5%-40.7pp | 69.8%-35.0pp | 82.1%-47.3pp |
| Annual return | 85.99% | 50.49%+35.5pp | 37.78%+48.2pp | 478.56%-392.6pp |
| Employer contribution / active EE | $1,664 | $3,120-46.7% | $2,356-29.4% | $4,837-65.6% |
| Participant deferral / active EE | $2,238 | $4,616-51.5% | $3,849-41.9% | $6,341-64.7% |
| Admin fee / account holder | $1,701 | $8,065-78.9% | $6,181-72.5% | $12,309-86.2% |