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 | $26,358 | $86,929-69.7% | $102,423-74.3% | $80,856-67.4% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.6%-28.0pp |
| Annual return | 19.24% | 18.88%+0.4pp | 29.32%-10.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,288 | $4,118-20.2% | $5,053-34.9% | $4,296-23.5% |
| Admin fee / account holder | $2,402 | $8,049-70.2% | $9,451-74.6% | $6,918-65.3% |