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 | $19,913 | $88,672-77.5% | $105,223-81.1% | $82,448-75.8% |
| Participation rate | 28.4% | 67.9%-39.6pp | 75.0%-46.7pp | 68.1%-39.7pp |
| Annual return | 132.84% | 30.86%+102.0pp | 180.65%-47.8pp | 41.64%+91.2pp |
| Employer contribution / active EE | $1,175 | $3,048-61.4% | $3,689-68.1% | $2,551-53.9% |
| Participant deferral / active EE | $2,013 | $4,036-50.1% | $5,072-60.3% | $4,139-51.4% |
| Admin fee / account holder | $1,732 | $7,146-75.8% | $8,859-80.4% | $7,234-76.1% |