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 4-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 | $5,388 | $68,719-92.2% | $91,541-94.1% | $84,808-93.6% |
| Participation rate | 58.6% | 64.5%-5.9pp | 69.8%-11.2pp | 68.3%-9.7pp |
| Annual return | 14.01% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $636 | $1,920-66.9% | $2,505-74.6% | $2,631-75.8% |
| Participant deferral / active EE | $1,139 | $3,136-63.7% | $4,008-71.6% | $4,212-73.0% |
| Admin fee / account holder | $363 | $5,786-93.7% | $6,956-94.8% | $7,344-95.1% |