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 3-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 | $14,429 | $89,753-83.9% | $107,525-86.6% | $84,808-83.0% |
| Participation rate | 48.4% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-19.9pp |
| Annual return | 21.56% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $938 | $3,113-69.9% | $3,754-75.0% | $2,631-64.4% |
| Participant deferral / active EE | $1,952 | $4,056-51.9% | $5,116-61.9% | $4,212-53.7% |
| Admin fee / account holder | $434 | $7,222-94.0% | $8,919-95.1% | $7,344-94.1% |