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 | $5,831 | $81,248-92.8% | $155,509-96.3% | $80,856-92.8% |
| Participation rate | 45.7% | 66.2%-20.6pp | 78.2%-32.5pp | 67.6%-22.0pp |
| Annual return | 21.34% | 33.31%-12.0pp | 64.67%-43.3pp | 35.59%-14.3pp |
| Employer contribution / active EE | $970 | $3,100-68.7% | $4,672-79.2% | $2,755-64.8% |
| Participant deferral / active EE | $1,583 | $3,452-54.1% | $5,626-71.9% | $4,296-63.2% |
| Admin fee / account holder | $1,254 | $7,997-84.3% | $15,912-92.1% | $6,918-81.9% |