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 | $18,316 | $82,882-77.9% | $127,761-85.7% | $72,985-74.9% |
| Participation rate | 52.2% | 71.5%-19.3pp | 79.0%-26.8pp | 69.5%-17.3pp |
| Annual return | 27.35% | 32.20%-4.9pp | 26.14%+1.2pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,898 | $3,346-13.4% | $4,574-36.6% | $2,440+18.8% |
| Participant deferral / active EE | $5,154 | $4,791+7.6% | $6,021-14.4% | $3,607+42.9% |
| Admin fee / account holder | $2,658 | $6,487-59.0% | $9,395-71.7% | $5,124-48.1% |