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 | $26,099 | $95,803-72.8% | $113,168-76.9% | $84,808-69.2% |
| Participation rate | 44.8% | 72.9%-28.0pp | 76.6%-31.7pp | 68.3%-23.5pp |
| Annual return | 48.27% | 25.00%+23.3pp | 24.27%+24.0pp | 40.90%+7.4pp |
| Employer contribution / active EE | $1,481 | $2,360-37.2% | $2,975-50.2% | $2,631-43.7% |
| Participant deferral / active EE | $2,262 | $4,242-46.7% | $5,107-55.7% | $4,212-46.3% |
| Admin fee / account holder | $2,835 | $8,989-68.5% | $12,068-76.5% | $7,344-61.4% |