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 3-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 | $11,648 | $86,929-86.6% | $102,423-88.6% | $80,856-85.6% |
| Participation rate | 69.9% | 72.4%-2.5pp | 76.5%-6.6pp | 67.6%+2.3pp |
| Annual return | 31.57% | 18.88%+12.7pp | 29.32%+2.2pp | 35.59%-4.0pp |
| Employer contribution / active EE | $3,714 | $2,369+56.8% | $3,023+22.8% | $2,755+34.8% |
| Participant deferral / active EE | $3,680 | $4,118-10.6% | $5,053-27.2% | $4,296-14.3% |
| Admin fee / account holder | $872 | $8,049-89.2% | $9,451-90.8% | $6,918-87.4% |