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 | $10,513 | $55,415-81.0% | $155,509-93.2% | $74,495-85.9% |
| Participation rate | 46.3% | 61.9%-15.6pp | 78.2%-31.9pp | 67.2%-20.9pp |
| Annual return | 28.82% | 268.50%-239.7pp | 64.67%-35.9pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $945 | $2,267-58.3% | $4,672-79.8% | $2,623-64.0% |
| Participant deferral / active EE | $1,749 | $2,836-38.3% | $5,626-68.9% | $4,346-59.8% |
| Admin fee / account holder | $1,602 | $1,738-7.9% | $15,912-89.9% | $1,942-17.5% |