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 3-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 | $11,354 | $83,369-86.4% | $105,223-89.2% | $67,986-83.3% |
| Participation rate | 55.4% | 56.3%-0.9pp | 75.0%-19.7pp | 57.2%-1.9pp |
| Annual return | 21.56% | 24.64%-3.1pp | 180.65%-159.1pp | 31.67%-10.1pp |
| Employer contribution / active EE | $1,215 | $2,541-52.2% | $3,689-67.1% | $2,019-39.8% |
| Participant deferral / active EE | $1,884 | $3,295-42.8% | $5,072-62.9% | $3,358-43.9% |
| Admin fee / account holder | $1,545 | $4,073-62.1% | $8,859-82.6% | $3,203-51.8% |