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 | $14,203 | $74,927-81.0% | $101,794-86.0% | $84,808-83.3% |
| Participation rate | 35.0% | 61.4%-26.4pp | 69.2%-34.2pp | 68.3%-33.3pp |
| Annual return | 24.42% | 18.70%+5.7pp | 30.53%-6.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $895 | $1,522-41.2% | $2,289-60.9% | $2,631-66.0% |
| Participant deferral / active EE | $1,364 | $3,099-56.0% | $4,084-66.6% | $4,212-67.6% |
| Admin fee / account holder | $371 | $6,514-94.3% | $8,777-95.8% | $7,344-94.9% |