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 | $15,777 | $117,841-86.6% | $102,423-84.6% | $145,922-89.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.81% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,501 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $5,936 | $5,731+3.6% | $5,053+17.5% | $6,688-11.2% |
| Admin fee / account holder | $22,204 | $13,326+66.6% | $9,451+134.9% | $13,397+65.7% |