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 5-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 | $16,032 | $73,933-78.3% | $96,683-83.4% | $75,163-78.7% |
| Participation rate | 46.6% | 66.4%-19.9pp | 74.3%-27.8pp | 67.2%-20.6pp |
| Annual return | 49.81% | 26.70%+23.1pp | 35.69%+14.1pp | 160.62%-110.8pp |
| Employer contribution / active EE | $1,010 | $2,928-65.5% | $3,737-73.0% | $2,670-62.2% |
| Participant deferral / active EE | $2,601 | $3,659-28.9% | $4,878-46.7% | $4,125-37.0% |
| Admin fee / account holder | $471 | $5,216-91.0% | $6,730-93.0% | $5,651-91.7% |