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 | $11,876 | $73,787-83.9% | $98,716-88.0% | $82,448-85.6% |
| Participation rate | 52.5% | 61.4%-8.9pp | 69.3%-16.8pp | 68.1%-15.6pp |
| Annual return | 15.23% | 18.57%-3.3pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $994 | $1,511-34.2% | $2,279-56.4% | $2,551-61.0% |
| Participant deferral / active EE | $1,834 | $3,081-40.5% | $4,048-54.7% | $4,139-55.7% |
| Admin fee / account holder | $1,022 | $6,500-84.3% | $8,703-88.3% | $7,234-85.9% |