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 | $14,958 | $95,803-84.4% | $113,168-86.8% | $84,808-82.4% |
| Participation rate | 61.9% | 72.9%-11.0pp | 76.6%-14.7pp | 68.3%-6.4pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,106 | $2,360-53.1% | $2,975-62.8% | $2,631-58.0% |
| Participant deferral / active EE | $2,846 | $4,242-32.9% | $5,107-44.3% | $4,212-32.4% |
| Admin fee / account holder | $3,138 | $8,989-65.1% | $12,068-74.0% | $7,344-57.3% |