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 | $19,603 | $81,460-75.9% | $103,333-81.0% | $80,856-75.8% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.6%-8.3pp |
| Annual return | 14.16% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,778 | $3,105-42.8% | $3,868-54.0% | $2,755-35.5% |
| Participant deferral / active EE | $2,739 | $3,869-29.2% | $5,057-45.8% | $4,296-36.2% |
| Admin fee / account holder | $958 | $6,566-85.4% | $8,355-88.5% | $6,918-86.1% |