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 | $26,902 | $86,929-69.1% | $102,423-73.7% | $80,856-66.7% |
| Participation rate | 63.8% | 72.4%-8.5pp | 76.5%-12.7pp | 67.6%-3.8pp |
| Annual return | 16.63% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,730 | $2,369-27.0% | $3,023-42.8% | $2,755-37.2% |
| Participant deferral / active EE | $5,835 | $4,118+41.7% | $5,053+15.5% | $4,296+35.8% |
| Admin fee / account holder | $1,924 | $8,049-76.1% | $9,451-79.6% | $6,918-72.2% |