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 | $4,449 | $110,257-96.0% | $96,544-95.4% | $139,434-96.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 43.29% | 26.32%+17.0pp | 25.84%+17.4pp | 372.94%-329.7pp |
| Employer contribution / active EE | $1,860 | $3,620-48.6% | $2,965-37.3% | $4,751-60.9% |
| Participant deferral / active EE | $2,334 | $5,548-57.9% | $4,851-51.9% | $6,710-65.2% |
| Admin fee / account holder | $1,365 | $11,591-88.2% | $8,252-83.5% | $11,403-88.0% |