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 | $15,404 | $110,257-86.0% | $96,544-84.0% | $139,434-89.0% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 31.84% | 26.32%+5.5pp | 25.84%+6.0pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,803 | $3,620-50.2% | $2,965-39.2% | $4,751-62.0% |
| Participant deferral / active EE | $3,431 | $5,548-38.2% | $4,851-29.3% | $6,710-48.9% |
| Admin fee / account holder | $834 | $11,591-92.8% | $8,252-89.9% | $11,403-92.7% |