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 6-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 | $9,700 | $104,664-90.7% | $85,682-88.7% | $167,490-94.2% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 20.04% | 21.45%-1.4pp | 21.49%-1.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $711 | $3,337-78.7% | $2,618-72.9% | $4,837-85.3% |
| Participant deferral / active EE | $2,158 | $4,824-55.3% | $3,923-45.0% | $6,341-66.0% |
| Admin fee / account holder | $2,637 | $10,032-73.7% | $6,873-61.6% | $12,309-78.6% |