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 5-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 | $16,733 | $80,968-79.3% | $96,544-82.7% | $75,163-77.7% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 80.71% | 27.06%+53.7pp | 25.84%+54.9pp | 160.62%-79.9pp |
| Employer contribution / active EE | $1,817 | $2,282-20.4% | $2,965-38.7% | $2,670-31.9% |
| Participant deferral / active EE | $3,392 | $3,928-13.6% | $4,851-30.1% | $4,125-17.8% |
| Admin fee / account holder | $1,736 | $6,724-74.2% | $8,252-79.0% | $5,651-69.3% |