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 | $18,274 | $71,050-74.3% | $93,606-80.5% | $80,856-77.4% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.6%-25.5pp |
| Annual return | 15.65% | 11.26%+4.4pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $864 | $1,564-44.7% | $2,420-64.3% | $2,755-68.6% |
| Participant deferral / active EE | $1,843 | $4,034-54.3% | $4,411-58.2% | $4,296-57.1% |
| Admin fee / account holder | $452 | $6,945-93.5% | $8,285-94.5% | $6,918-93.5% |