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 4-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 | $24,982 | $101,763-75.5% | $164,866-84.8% | $80,874-69.1% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 13.62% | 16.73%-3.1pp | 69.97%-56.4pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,269 | $2,954-57.0% | $4,343-70.8% | $2,756-53.9% |
| Participant deferral / active EE | $2,793 | $4,477-37.6% | $6,033-53.7% | $4,297-35.0% |
| Admin fee / account holder | $1,554 | $8,228-81.1% | $12,689-87.8% | $6,935-77.6% |