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 | $20,456 | $102,317-80.0% | $146,958-86.1% | $80,856-74.7% |
| Participation rate | 40.6% | 75.8%-35.2pp | 82.2%-41.5pp | 67.6%-27.0pp |
| Annual return | 25.59% | 134.76%-109.2pp | 418.34%-392.7pp | 35.59%-10.0pp |
| Employer contribution / active EE | $2,311 | $3,713-37.7% | $4,933-53.1% | $2,755-16.1% |
| Participant deferral / active EE | $2,932 | $6,644-55.9% | $8,070-63.7% | $4,296-31.7% |
| Admin fee / account holder | $4,138 | $7,941-47.9% | $12,998-68.2% | $6,918-40.2% |