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 | $16,085 | $65,561-75.5% | $86,188-81.3% | $75,163-78.6% |
| Participation rate | 62.3% | 60.5%+1.9pp | 69.0%-6.6pp | 67.2%-4.9pp |
| Annual return | 21.97% | 46.05%-24.1pp | 1168.45%-1146.5pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,507 | $1,553-2.9% | $2,380-36.7% | $2,670-43.5% |
| Participant deferral / active EE | $2,802 | $3,024-7.3% | $3,985-29.7% | $4,125-32.1% |
| Admin fee / account holder | $1,877 | $5,474-65.7% | $6,852-72.6% | $5,651-66.8% |