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 | $17,409 | $71,050-75.5% | $93,606-81.4% | $80,856-78.5% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.4pp | 67.6%-31.3pp |
| Annual return | 12.42% | 11.26%+1.2pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $979 | $1,564-37.4% | $2,420-59.5% | $2,755-64.5% |
| Participant deferral / active EE | $1,342 | $4,034-66.7% | $4,411-69.6% | $4,296-68.8% |
| Admin fee / account holder | $1,086 | $6,945-84.4% | $8,285-86.9% | $6,918-84.3% |