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 | $5,563 | $214,378-97.4% | $200,582-97.2% | $142,382-96.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 15.52% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,825 | $6,841-73.3% | $6,419-71.6% | $4,299-57.5% |
| Participant deferral / active EE | $10,680 | $9,865+8.3% | $9,331+14.5% | $6,507+64.1% |
| Admin fee / account holder | $36,702 | $17,692+107.4% | $16,305+125.1% | $12,624+190.7% |