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 | $28,008 | $101,763-72.5% | $164,866-83.0% | $80,874-65.4% |
| Participation rate | 63.3% | 71.8%-8.6pp | 78.6%-15.3pp | 67.6%-4.4pp |
| Annual return | 27.09% | 16.73%+10.4pp | 69.97%-42.9pp | 35.62%-8.5pp |
| Employer contribution / active EE | $1,970 | $2,954-33.3% | $4,343-54.6% | $2,756-28.5% |
| Participant deferral / active EE | $4,952 | $4,477+10.6% | $6,033-17.9% | $4,297+15.3% |
| Admin fee / account holder | $7,294 | $8,228-11.3% | $12,689-42.5% | $6,935+5.2% |