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 | $20,180 | $77,503-74.0% | $100,391-79.9% | $80,856-75.0% |
| Participation rate | 48.1% | 76.9%-28.8pp | 81.5%-33.3pp | 67.6%-19.5pp |
| Annual return | 16.10% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,082 | $2,801-61.4% | $3,942-72.5% | $2,755-60.7% |
| Participant deferral / active EE | $3,312 | $6,820-51.4% | $8,082-59.0% | $4,296-22.9% |
| Admin fee / account holder | $721 | $5,897-87.8% | $7,899-90.9% | $6,918-89.6% |