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 | $24,188 | $101,724-76.2% | $164,813-85.3% | $80,856-70.1% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 14.89% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,688 | $2,953-42.8% | $4,341-61.1% | $2,755-38.7% |
| Participant deferral / active EE | $3,161 | $4,477-29.4% | $6,031-47.6% | $4,296-26.4% |
| Admin fee / account holder | $1,627 | $8,227-80.2% | $12,690-87.2% | $6,918-76.5% |