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 | $25,616 | $80,705-68.3% | $115,768-77.9% | $67,986-62.3% |
| Participation rate | 33.2% | 63.0%-29.8pp | 74.4%-41.2pp | 57.2%-24.0pp |
| Annual return | 23.30% | 18.49%+4.8pp | 100.46%-77.2pp | 31.67%-8.4pp |
| Employer contribution / active EE | $1,068 | $2,046-47.8% | $2,940-63.7% | $2,019-47.1% |
| Participant deferral / active EE | $2,197 | $3,559-38.3% | $4,917-55.3% | $3,358-34.6% |
| Admin fee / account holder | $1,697 | $4,135-59.0% | $12,439-86.4% | $3,203-47.0% |