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 5-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 | $32,927 | $95,803-65.6% | $113,168-70.9% | $84,808-61.2% |
| Participation rate | 64.5% | 72.9%-8.3pp | 76.6%-12.0pp | 68.3%-3.8pp |
| Annual return | 18.01% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,893 | $2,360-19.8% | $2,975-36.4% | $2,631-28.0% |
| Participant deferral / active EE | $3,204 | $4,242-24.5% | $5,107-37.3% | $4,212-23.9% |
| Admin fee / account holder | $1,900 | $8,989-78.9% | $12,068-84.3% | $7,344-74.1% |