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 4-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 | $13,388 | $202,432-93.4% | $169,368-92.1% | $139,434-90.4% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 21.76% | 531.74%-510.0pp | 405.60%-383.8pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,539 | $4,692-67.2% | $4,013-61.6% | $4,751-67.6% |
| Participant deferral / active EE | $2,338 | $6,938-66.3% | $6,221-62.4% | $6,710-65.2% |
| Admin fee / account holder | $573 | $10,708-94.7% | $9,003-93.6% | $11,403-95.0% |