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 6-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 | $18,270 | $79,944-77.1% | $98,439-81.4% | $75,163-75.7% |
| Participation rate | 65.5% | 70.4%-4.9pp | 75.2%-9.6pp | 67.2%-1.7pp |
| Annual return | 20.90% | 19.75%+1.2pp | 21.16%-0.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $877 | $2,264-61.3% | $3,048-71.2% | $2,670-67.2% |
| Participant deferral / active EE | $3,326 | $3,752-11.4% | $4,738-29.8% | $4,125-19.4% |
| Admin fee / account holder | $3,098 | $6,840-54.7% | $8,948-65.4% | $5,651-45.2% |