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 | $11,872 | $59,623-80.1% | $95,585-87.6% | $85,563-86.1% |
| Participation rate | 34.1% | 57.2%-23.1pp | 72.1%-37.9pp | 66.0%-31.8pp |
| Annual return | 20.89% | 18.22%+2.7pp | 38.56%-17.7pp | 31.51%-10.6pp |
| Employer contribution / active EE | $615 | $1,669-63.1% | $2,527-75.6% | $2,654-76.8% |
| Participant deferral / active EE | $928 | $3,357-72.4% | $4,023-76.9% | $4,375-78.8% |
| Admin fee / account holder | $342 | $650-47.5% | $6,127-94.4% | $834-59.0% |