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 | $14,503 | $102,605-85.9% | $145,661-90.0% | $84,808-82.9% |
| Participation rate | 58.1% | 74.3%-16.2pp | 77.2%-19.2pp | 68.3%-10.2pp |
| Annual return | 66.91% | 26.50%+40.4pp | 101.46%-34.5pp | 40.90%+26.0pp |
| Employer contribution / active EE | $2,113 | $3,325-36.5% | $4,238-50.1% | $2,631-19.7% |
| Participant deferral / active EE | $2,631 | $5,750-54.3% | $7,198-63.5% | $4,212-37.5% |
| Admin fee / account holder | $2,364 | $8,758-73.0% | $12,466-81.0% | $7,344-67.8% |