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 | $4,587 | $99,877-95.4% | $84,966-94.6% | $145,922-96.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 33.63% | 83.76%-50.1pp | 66.38%-32.7pp | 561.29%-527.7pp |
| Employer contribution / active EE | $1,598 | $3,231-50.6% | $2,727-41.4% | $4,660-65.7% |
| Participant deferral / active EE | $1,884 | $5,291-64.4% | $4,519-58.3% | $6,688-71.8% |
| Admin fee / account holder | $344 | $7,248-95.3% | $6,149-94.4% | $13,397-97.4% |