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 | $16,193 | $53,053-69.5% | $126,539-87.2% | $74,304-78.2% |
| Participation rate | 45.3% | 48.0%-2.7pp | 69.8%-24.5pp | 60.3%-15.1pp |
| Annual return | 17.92% | 29.46%-11.5pp | 425.95%-408.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $267 | $1,168-77.1% | $3,674-92.7% | $2,241-88.1% |
| Participant deferral / active EE | $1,146 | $2,303-50.2% | $4,083-71.9% | $3,767-69.6% |
| Admin fee / account holder | $532 | $3,698-85.6% | $6,065-91.2% | $2,969-82.1% |