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 | $8,993 | $172,478-94.8% | $145,661-93.8% | $142,382-93.7% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 18.72% | 151.09%-132.4pp | 101.46%-82.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,856 | $4,899-62.1% | $4,238-56.2% | $4,299-56.8% |
| Participant deferral / active EE | $2,747 | $8,348-67.1% | $7,198-61.8% | $6,507-57.8% |
| Admin fee / account holder | $1,461 | $16,864-91.3% | $12,466-88.3% | $12,624-88.4% |