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 | $12,831 | $108,825-88.2% | $156,181-91.8% | $82,448-84.4% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 25.04% | 20.59%+4.4pp | 64.87%-39.8pp | 41.64%-16.6pp |
| Employer contribution / active EE | $1,169 | $2,870-59.3% | $4,294-72.8% | $2,551-54.2% |
| Participant deferral / active EE | $2,028 | $4,577-55.7% | $6,132-66.9% | $4,139-51.0% |
| Admin fee / account holder | $6,202 | $9,341-33.6% | $14,586-57.5% | $7,234-14.3% |