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 | $12,903 | $201,259-93.6% | $184,200-93.0% | $145,959-91.2% |
| Participation rate | 65.0% | 87.5%-22.5pp | 86.8%-21.8pp | 80.3%-15.3pp |
| Annual return | 10.46% | 28.98%-18.5pp | 28.80%-18.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,929 | $7,018-72.5% | $6,424-70.0% | $4,661-58.6% |
| Participant deferral / active EE | $4,652 | $9,806-52.6% | $9,132-49.1% | $6,689-30.4% |
| Admin fee / account holder | $421 | $16,372-97.4% | $13,907-97.0% | $13,398-96.9% |