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 | $17,486 | $86,929-79.9% | $102,423-82.9% | $80,856-78.4% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 12.45% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,161 | $2,369-51.0% | $3,023-61.6% | $2,755-57.8% |
| Participant deferral / active EE | $2,992 | $4,118-27.3% | $5,053-40.8% | $4,296-30.3% |
| Admin fee / account holder | $6,278 | $8,049-22.0% | $9,451-33.6% | $6,918-9.3% |