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 8-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 | $15,533 | $58,512-73.5% | $84,015-81.5% | $72,985-78.7% |
| Participation rate | 52.9% | 61.2%-8.3pp | 69.0%-16.1pp | 69.5%-16.5pp |
| Annual return | 38.53% | 28.93%+9.6pp | 71.31%-32.8pp | 81.00%-42.5pp |
| Employer contribution / active EE | $1,301 | $1,163+11.9% | $1,983-34.4% | $2,440-46.7% |
| Participant deferral / active EE | $3,976 | $2,394+66.1% | $3,239+22.8% | $3,607+10.2% |
| Admin fee / account holder | $635 | $4,569-86.1% | $6,101-89.6% | $5,124-87.6% |