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 5-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 | $13,833 | $86,929-84.1% | $102,423-86.5% | $80,856-82.9% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 32.79% | 18.88%+13.9pp | 29.32%+3.5pp | 35.59%-2.8pp |
| Employer contribution / active EE | $1,255 | $2,369-47.0% | $3,023-58.5% | $2,755-54.4% |
| Participant deferral / active EE | $2,635 | $4,118-36.0% | $5,053-47.9% | $4,296-38.7% |
| Admin fee / account holder | $615 | $8,049-92.4% | $9,451-93.5% | $6,918-91.1% |