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 | $86,922-79.9% | $102,438-82.9% | $80,874-78.4% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 12.45% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,161 | $2,369-51.0% | $3,024-61.6% | $2,756-57.9% |
| Participant deferral / active EE | $2,992 | $4,119-27.3% | $5,054-40.8% | $4,297-30.4% |
| Admin fee / account holder | $6,278 | $8,050-22.0% | $9,448-33.6% | $6,935-9.5% |