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 | $20,198 | $81,446-75.2% | $103,374-80.5% | $80,874-75.0% |
| Participation rate | 52.2% | 66.9%-14.7pp | 74.5%-22.3pp | 67.6%-15.5pp |
| Annual return | 17.41% | 25.57%-8.2pp | 24.89%-7.5pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,651 | $3,107-46.9% | $3,869-57.3% | $2,756-40.1% |
| Participant deferral / active EE | $2,324 | $3,870-40.0% | $5,058-54.1% | $4,297-45.9% |
| Admin fee / account holder | $1,066 | $6,715-84.1% | $8,394-87.3% | $6,935-84.6% |