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 | $13,081 | $71,050-81.6% | $93,606-86.0% | $80,856-83.8% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.6%-30.8pp |
| Annual return | 13.87% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $858 | $1,564-45.1% | $2,420-64.6% | $2,755-68.9% |
| Participant deferral / active EE | $1,360 | $4,034-66.3% | $4,411-69.2% | $4,296-68.3% |
| Admin fee / account holder | $586 | $6,945-91.6% | $8,285-92.9% | $6,918-91.5% |