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 | $17,528 | $81,460-78.5% | $103,333-83.0% | $80,856-78.3% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.6%-11.8pp |
| Annual return | 19.62% | 25.55%-5.9pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,350 | $3,105-56.5% | $3,868-65.1% | $2,755-51.0% |
| Participant deferral / active EE | $1,613 | $3,869-58.3% | $5,057-68.1% | $4,296-62.5% |
| Admin fee / account holder | $20,834 | $6,566+217.3% | $8,355+149.4% | $6,918+201.2% |