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 | $8,104 | $48,230-83.2% | $67,502-88.0% | $80,856-90.0% |
| Participation rate | 63.8% | 66.4%-2.6pp | 72.9%-9.1pp | 67.6%-3.8pp |
| Annual return | 18.57% | 18.28%+0.3pp | 3512.12%-3493.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,138 | $2,020-43.7% | $2,731-58.3% | $2,755-58.7% |
| Participant deferral / active EE | $1,691 | $2,924-42.2% | $4,000-57.7% | $4,296-60.6% |
| Admin fee / account holder | $340 | $3,681-90.8% | $3,998-91.5% | $6,918-95.1% |