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 | $3,675 | $111,754-96.7% | $103,333-96.4% | $145,922-97.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 38.22% | 24.77%+13.5pp | 24.88%+13.3pp | 561.29%-523.1pp |
| Employer contribution / active EE | $1,316 | $4,212-68.8% | $3,868-66.0% | $4,660-71.8% |
| Participant deferral / active EE | $6,845 | $5,619+21.8% | $5,057+35.3% | $6,688+2.3% |
| Admin fee / account holder | $1,643 | $9,750-83.1% | $8,355-80.3% | $13,397-87.7% |