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 | $28,495 | $86,929-67.2% | $102,423-72.2% | $80,856-64.8% |
| Participation rate | 35.0% | 72.4%-37.4pp | 76.5%-41.5pp | 67.6%-32.6pp |
| Annual return | 11.06% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $956 | $2,369-59.6% | $3,023-68.4% | $2,755-65.3% |
| Participant deferral / active EE | $3,072 | $4,118-25.4% | $5,053-39.2% | $4,296-28.5% |
| Admin fee / account holder | $1,228 | $8,049-84.7% | $9,451-87.0% | $6,918-82.2% |