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 5-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 | $4,712 | $177,572-97.3% | $154,803-97.0% | $142,382-96.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 19.52% | 65.07%-45.5pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,744 | $4,810-63.8% | $4,305-59.5% | $4,299-59.4% |
| Participant deferral / active EE | $2,020 | $6,272-67.8% | $5,540-63.5% | $6,507-69.0% |
| Admin fee / account holder | $1,696 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |