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 | $13,866 | $118,450-88.3% | $98,439-85.9% | $139,434-90.1% |
| Participation rate | 69.6% | 77.4%-7.9pp | 75.2%-5.6pp | 80.3%-10.8pp |
| Annual return | 30.59% | 18.94%+11.7pp | 21.16%+9.4pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,176 | $3,609-39.7% | $3,048-28.6% | $4,751-54.2% |
| Participant deferral / active EE | $4,938 | $5,392-8.4% | $4,738+4.2% | $6,710-26.4% |
| Admin fee / account holder | $2,489 | $14,026-82.3% | $8,948-72.2% | $11,403-78.2% |