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 | $25,727 | $101,724-74.7% | $164,813-84.4% | $80,856-68.2% |
| Participation rate | 42.4% | 71.8%-29.5pp | 78.6%-36.2pp | 67.6%-25.3pp |
| Annual return | 22.35% | 16.72%+5.6pp | 69.93%-47.6pp | 35.59%-13.2pp |
| Employer contribution / active EE | $1,065 | $2,953-63.9% | $4,341-75.5% | $2,755-61.3% |
| Participant deferral / active EE | $2,051 | $4,477-54.2% | $6,031-66.0% | $4,296-52.3% |
| Admin fee / account holder | $391 | $8,227-95.3% | $12,690-96.9% | $6,918-94.4% |