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 | $18,183 | $59,417-69.4% | $93,606-80.6% | $74,495-75.6% |
| Participation rate | 32.8% | 59.7%-26.9pp | 68.7%-36.0pp | 67.2%-34.4pp |
| Annual return | 17.73% | 81.83%-64.1pp | 133.20%-115.5pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,046 | $1,264-17.3% | $2,420-56.8% | $2,623-60.1% |
| Participant deferral / active EE | $1,668 | $3,050-45.3% | $4,411-62.2% | $4,346-61.6% |
| Admin fee / account holder | $1,492 | $3,021-50.6% | $8,285-82.0% | $1,942-23.1% |