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 5-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 | $27,984 | $109,413-74.4% | $156,263-82.1% | $84,808-67.0% |
| Participation rate | 47.7% | 72.7%-25.0pp | 78.9%-31.2pp | 68.3%-20.6pp |
| Annual return | 34.53% | 20.18%+14.4pp | 59.47%-24.9pp | 40.90%-6.4pp |
| Employer contribution / active EE | $1,843 | $2,907-36.6% | $4,333-57.5% | $2,631-29.9% |
| Participant deferral / active EE | $4,150 | $4,590-9.6% | $6,158-32.6% | $4,212-1.5% |
| Admin fee / account holder | $3,510 | $9,357-62.5% | $14,255-75.4% | $7,344-52.2% |