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 | $239,571-93.7% | $183,328-91.7% | $137,256-88.9% |
| Participation rate | 65.0% | 82.4%-17.4pp | 77.3%-12.3pp | 80.0%-15.0pp |
| Annual return | 11.40% | 35.69%-24.3pp | 29.67%-18.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,335 | $6,148-62.0% | $5,055-53.8% | $4,156-43.8% |
| Participant deferral / active EE | $5,484 | $7,995-31.4% | $6,795-19.3% | $6,407-14.4% |
| Admin fee / account holder | $2,615 | $30,059-91.3% | $21,427-87.8% | $12,270-78.7% |