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 | $17,440 | $175,202-90.0% | $149,673-88.3% | $139,434-87.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.08% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,040 | $5,474-44.5% | $4,818-36.9% | $4,751-36.0% |
| Participant deferral / active EE | $4,831 | $6,519-25.9% | $5,680-14.9% | $6,710-28.0% |
| Admin fee / account holder | $5,618 | $16,150-65.2% | $13,210-57.5% | $11,403-50.7% |