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 | $11,801 | $183,519-93.6% | $155,509-92.4% | $145,922-91.9% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 16.04% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,345 | $5,313-74.7% | $4,672-71.2% | $4,660-71.1% |
| Participant deferral / active EE | $2,344 | $6,462-63.7% | $5,626-58.3% | $6,688-64.9% |
| Admin fee / account holder | $363 | $19,313-98.1% | $15,912-97.7% | $13,397-97.3% |