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 | $22,633 | $100,923-77.6% | $150,045-84.9% | $74,304-69.5% |
| Participation rate | 47.3% | 70.1%-22.8pp | 82.3%-35.1pp | 60.3%-13.1pp |
| Annual return | 16.99% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,456 | $3,463-58.0% | $4,693-69.0% | $2,241-35.0% |
| Participant deferral / active EE | $2,351 | $6,709-65.0% | $7,997-70.6% | $3,767-37.6% |
| Admin fee / account holder | $1,642 | $2,767-40.7% | $13,435-87.8% | $2,969-44.7% |