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 | $18,821 | $72,277-74.0% | $101,248-81.4% | $79,858-76.4% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | 13.30% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $954 | $2,692-64.6% | $3,660-73.9% | $2,471-61.4% |
| Participant deferral / active EE | $1,477 | $3,282-55.0% | $4,370-66.2% | $3,740-60.5% |
| Admin fee / account holder | $3,523 | $4,400-19.9% | $5,945-40.7% | $5,306-33.6% |