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 | $17,012 | $185,822-90.8% | $169,993-90.0% | $139,434-87.8% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.4pp | 80.3%-24.8pp |
| Annual return | 25.63% | 60.50%-34.9pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,761 | $7,590-76.8% | $6,785-74.1% | $4,751-62.9% |
| Participant deferral / active EE | $3,397 | $11,622-70.8% | $10,408-67.4% | $6,710-49.4% |
| Admin fee / account holder | $4,453 | $15,381-71.0% | $12,815-65.3% | $11,403-60.9% |