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 5-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 | $30,093 | $80,705-62.7% | $115,768-74.0% | $67,986-55.7% |
| Participation rate | 38.4% | 63.0%-24.6pp | 74.4%-36.0pp | 57.2%-18.8pp |
| Annual return | 20.75% | 18.49%+2.3pp | 100.46%-79.7pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,044 | $2,046-49.0% | $2,940-64.5% | $2,019-48.3% |
| Participant deferral / active EE | $1,649 | $3,559-53.7% | $4,917-66.5% | $3,358-50.9% |
| Admin fee / account holder | $5,113 | $4,135+23.6% | $12,439-58.9% | $3,203+59.6% |