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 | $16,681 | $74,927-77.7% | $101,794-83.6% | $84,808-80.3% |
| Participation rate | 44.9% | 61.4%-16.5pp | 69.2%-24.3pp | 68.3%-23.4pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,878 | $3,099-39.4% | $4,084-54.0% | $4,212-55.4% |
| Admin fee / account holder | $7,447 | $6,514+14.3% | $8,777-15.2% | $7,344+1.4% |