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 | $9,104 | $109,881-91.7% | $150,045-93.9% | $84,808-89.3% |
| Participation rate | 56.0% | 76.1%-20.1pp | 82.3%-26.3pp | 68.3%-12.3pp |
| Annual return | 14.62% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,566 | $3,561-27.9% | $4,693-45.3% | $2,631-2.5% |
| Participant deferral / active EE | $4,024 | $6,636-39.4% | $7,997-49.7% | $4,212-4.5% |
| Admin fee / account holder | $1,387 | $8,568-83.8% | $13,435-89.7% | $7,344-81.1% |