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 | $179,726-92.5% | $156,263-91.4% | $142,382-90.5% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 28.27% | 77.86%-49.6pp | 59.47%-31.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $5,424 | $5,069+7.0% | $4,333+25.2% | $4,299+26.2% |
| Participant deferral / active EE | $6,455 | $6,956-7.2% | $6,158+4.8% | $6,507-0.8% |
| Admin fee / account holder | $3,162 | $17,272-81.7% | $14,255-77.8% | $12,624-75.0% |