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 | $21,696 | $86,929-75.0% | $102,423-78.8% | $80,856-73.2% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.6%-2.9pp |
| Annual return | 22.63% | 18.88%+3.7pp | 29.32%-6.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,573 | $4,118+132.4% | $5,053+89.4% | $4,296+122.8% |
| Admin fee / account holder | $6,676 | $8,049-17.1% | $9,451-29.4% | $6,918-3.5% |