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 | $13,506 | $95,803-85.9% | $113,168-88.1% | $84,808-84.1% |
| Participation rate | 61.0% | 72.9%-11.8pp | 76.6%-15.5pp | 68.3%-7.3pp |
| Annual return | 23.33% | 25.00%-1.7pp | 24.27%-0.9pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,275 | $2,360-46.0% | $2,975-57.1% | $2,631-51.5% |
| Participant deferral / active EE | $2,111 | $4,242-50.2% | $5,107-58.7% | $4,212-49.9% |
| Admin fee / account holder | $892 | $8,989-90.1% | $12,068-92.6% | $7,344-87.8% |