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 | $9,539 | $133,922-92.9% | $116,228-91.8% | $142,382-93.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 20.41% | 147.76%-127.4pp | 90.06%-69.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,791 | $3,446-48.0% | $2,994-40.2% | $4,299-58.4% |
| Participant deferral / active EE | $2,264 | $5,672-60.1% | $4,953-54.3% | $6,507-65.2% |
| Admin fee / account holder | $345 | $14,945-97.7% | $11,989-97.1% | $12,624-97.3% |