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 | $15,532 | $73,933-79.0% | $96,683-83.9% | $75,163-79.3% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 26.58% | 26.70%-0.1pp | 35.69%-9.1pp | 160.62%-134.0pp |
| Employer contribution / active EE | $1,280 | $2,928-56.3% | $3,737-65.7% | $2,670-52.1% |
| Participant deferral / active EE | $2,613 | $3,659-28.6% | $4,878-46.4% | $4,125-36.6% |
| Admin fee / account holder | $1,178 | $5,216-77.4% | $6,730-82.5% | $5,651-79.2% |