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 | $21,324 | $86,929-75.5% | $102,423-79.2% | $80,856-73.6% |
| Participation rate | 64.6% | 72.4%-7.8pp | 76.5%-11.9pp | 67.6%-3.1pp |
| Annual return | 14.61% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,575 | $2,369-33.5% | $3,023-47.9% | $2,755-42.8% |
| Participant deferral / active EE | $3,400 | $4,118-17.4% | $5,053-32.7% | $4,296-20.9% |
| Admin fee / account holder | $4,987 | $8,049-38.0% | $9,451-47.2% | $6,918-27.9% |