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 | $12,421 | $159,602-92.2% | $150,045-91.7% | $142,382-91.3% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 30.56% | 70.24%-39.7pp | 62.55%-32.0pp | 217.08%-186.5pp |
| Employer contribution / active EE | $2,116 | $4,961-57.3% | $4,693-54.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,427 | $8,310-46.7% | $7,997-44.6% | $6,507-32.0% |
| Admin fee / account holder | $400 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |