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 3-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 | $19,399 | $81,460-76.2% | $103,333-81.2% | $80,856-76.0% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.1pp | 67.6%-22.2pp |
| Annual return | 27.63% | 25.55%+2.1pp | 24.88%+2.8pp | 35.59%-8.0pp |
| Employer contribution / active EE | $1,254 | $3,105-59.6% | $3,868-67.6% | $2,755-54.5% |
| Participant deferral / active EE | $3,079 | $3,869-20.4% | $5,057-39.1% | $4,296-28.3% |
| Admin fee / account holder | $826 | $6,566-87.4% | $8,355-90.1% | $6,918-88.1% |