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 | $11,071 | $57,990-80.9% | $76,190-85.5% | $80,856-86.3% |
| Participation rate | 64.5% | 73.7%-9.2pp | 79.3%-14.7pp | 67.6%-3.1pp |
| Annual return | 11.57% | 15.89%-4.3pp | 13.78%-2.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,457 | $3,565-31.1% | $4,578-46.3% | $2,755-10.8% |
| Participant deferral / active EE | $2,636 | $3,814-30.9% | $5,474-51.8% | $4,296-38.6% |
| Admin fee / account holder | $1,764 | $5,668-68.9% | $5,123-65.6% | $6,918-74.5% |