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 6-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 | $13,893 | $78,672-82.3% | $109,143-87.3% | $85,850-83.8% |
| Participation rate | 57.7% | 68.3%-10.6pp | 75.9%-18.2pp | 69.3%-11.6pp |
| Annual return | 20.21% | 25.09%-4.9pp | 25.75%-5.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,727 | $2,735-36.8% | $3,722-53.6% | $2,565-32.7% |
| Participant deferral / active EE | $2,888 | $3,467-16.7% | $4,653-37.9% | $3,952-26.9% |
| Admin fee / account holder | $403 | $5,469-92.6% | $6,752-94.0% | $6,260-93.6% |