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 | $4,170 | $183,519-97.7% | $155,509-97.3% | $145,922-97.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 18.45% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,338 | $5,313-74.8% | $4,672-71.4% | $4,660-71.3% |
| Participant deferral / active EE | $1,932 | $6,462-70.1% | $5,626-65.7% | $6,688-71.1% |
| Admin fee / account holder | $1,484 | $19,313-92.3% | $15,912-90.7% | $13,397-88.9% |