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 | $13,466 | $178,174-92.4% | $156,181-91.4% | $137,256-90.2% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.8%-14.1pp | 80.0%-15.3pp |
| Annual return | 28.27% | 84.19%-55.9pp | 64.87%-36.6pp | 220.34%-192.1pp |
| Employer contribution / active EE | $5,424 | $4,972+9.1% | $4,294+26.3% | $4,156+30.5% |
| Participant deferral / active EE | $6,455 | $6,888-6.3% | $6,132+5.3% | $6,407+0.7% |
| Admin fee / account holder | $3,162 | $17,404-81.8% | $14,586-78.3% | $12,270-74.2% |