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 | $6,078 | $68,719-91.2% | $91,541-93.4% | $84,808-92.8% |
| Participation rate | 67.7% | 64.5%+3.2pp | 69.8%-2.0pp | 68.3%-0.6pp |
| Annual return | 23.38% | 19.12%+4.3pp | 20.50%+2.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,259 | $1,920-34.4% | $2,505-49.7% | $2,631-52.2% |
| Participant deferral / active EE | $1,897 | $3,136-39.5% | $4,008-52.7% | $4,212-55.0% |
| Admin fee / account holder | $318 | $5,786-94.5% | $6,956-95.4% | $7,344-95.7% |