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 | $17,627 | $74,927-76.5% | $101,794-82.7% | $84,808-79.2% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.2%-31.7pp | 68.3%-30.8pp |
| Annual return | 17.63% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $488 | $1,522-67.9% | $2,289-78.7% | $2,631-81.5% |
| Participant deferral / active EE | $1,317 | $3,099-57.5% | $4,084-67.8% | $4,212-68.7% |
| Admin fee / account holder | $392 | $6,514-94.0% | $8,777-95.5% | $7,344-94.7% |