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 | $14,646 | $148,534-90.1% | $135,903-89.2% | $139,434-89.5% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 24.25% | 79.19%-54.9pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,705 | $5,243-67.5% | $4,856-64.9% | $4,751-64.1% |
| Participant deferral / active EE | $2,523 | $8,100-68.9% | $7,758-67.5% | $6,710-62.4% |
| Admin fee / account holder | $2,310 | $12,400-81.4% | $10,762-78.5% | $11,403-79.7% |