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 8-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 | $27,905 | $86,929-67.9% | $102,423-72.8% | $80,856-65.5% |
| Participation rate | 43.1% | 72.4%-29.3pp | 76.5%-33.4pp | 67.6%-24.6pp |
| Annual return | 15.87% | 18.88%-3.0pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,659 | $2,369-30.0% | $3,023-45.1% | $2,755-39.8% |
| Participant deferral / active EE | $2,766 | $4,118-32.8% | $5,053-45.3% | $4,296-35.6% |
| Admin fee / account holder | $2,630 | $8,049-67.3% | $9,451-72.2% | $6,918-62.0% |