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 | $16,100 | $108,825-85.2% | $156,181-89.7% | $82,448-80.5% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 21.63% | 20.59%+1.0pp | 64.87%-43.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,176 | $2,870-59.0% | $4,294-72.6% | $2,551-53.9% |
| Participant deferral / active EE | $2,568 | $4,577-43.9% | $6,132-58.1% | $4,139-38.0% |
| Admin fee / account holder | $1,665 | $9,341-82.2% | $14,586-88.6% | $7,234-77.0% |