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 4-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 | $20,533 | $101,763-79.8% | $164,866-87.5% | $80,874-74.6% |
| Participation rate | 58.1% | 71.8%-13.8pp | 78.6%-20.5pp | 67.6%-9.6pp |
| Annual return | 18.27% | 16.73%+1.5pp | 69.97%-51.7pp | 35.62%-17.4pp |
| Employer contribution / active EE | $2,000 | $2,954-32.3% | $4,343-53.9% | $2,756-27.4% |
| Participant deferral / active EE | $3,982 | $4,477-11.0% | $6,033-34.0% | $4,297-7.3% |
| Admin fee / account holder | $1,410 | $8,228-82.9% | $12,689-88.9% | $6,935-79.7% |