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 | $20,037 | $86,929-77.0% | $102,423-80.4% | $80,856-75.2% |
| Participation rate | 52.4% | 72.4%-20.0pp | 76.5%-24.1pp | 67.6%-15.3pp |
| Annual return | 13.36% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $975 | $2,369-58.9% | $3,023-67.8% | $2,755-64.6% |
| Participant deferral / active EE | $2,855 | $4,118-30.7% | $5,053-43.5% | $4,296-33.5% |
| Admin fee / account holder | $21,490 | $8,049+167.0% | $9,451+127.4% | $6,918+210.6% |