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 6-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 | $20,246 | $80,968-75.0% | $96,544-79.0% | $75,163-73.1% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 21.03% | 27.06%-6.0pp | 25.84%-4.8pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,029 | $2,282-11.1% | $2,965-31.6% | $2,670-24.0% |
| Participant deferral / active EE | $2,029 | $3,928-48.3% | $4,851-58.2% | $4,125-50.8% |
| Admin fee / account holder | $657 | $6,724-90.2% | $8,252-92.0% | $5,651-88.4% |