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 | $28,271 | $101,724-72.2% | $164,813-82.8% | $80,856-65.0% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 19.68% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,708 | $2,953-8.3% | $4,341-37.6% | $2,755-1.7% |
| Participant deferral / active EE | $4,650 | $4,477+3.9% | $6,031-22.9% | $4,296+8.2% |
| Admin fee / account holder | $378 | $8,227-95.4% | $12,690-97.0% | $6,918-94.5% |