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 | $11,892 | $55,415-78.5% | $155,509-92.4% | $74,495-84.0% |
| Participation rate | 42.1% | 61.9%-19.8pp | 78.2%-36.1pp | 67.2%-25.1pp |
| Annual return | 11.73% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $685 | $2,267-69.8% | $4,672-85.3% | $2,623-73.9% |
| Participant deferral / active EE | $1,555 | $2,836-45.2% | $5,626-72.4% | $4,346-64.2% |
| Admin fee / account holder | $312 | $1,738-82.0% | $15,912-98.0% | $1,942-83.9% |