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 | $15,175 | $238,490-93.6% | $180,183-91.6% | $142,382-89.3% |
| Participation rate | 65.0% | 82.3%-17.3pp | 77.4%-12.4pp | 80.1%-15.1pp |
| Annual return | 11.40% | 33.56%-22.2pp | 27.86%-16.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,335 | $6,143-62.0% | $5,039-53.7% | $4,299-45.7% |
| Participant deferral / active EE | $5,484 | $7,996-31.4% | $6,822-19.6% | $6,507-15.7% |
| Admin fee / account holder | $2,615 | $28,866-90.9% | $19,975-86.9% | $12,624-79.3% |