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 8-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 | $17,499 | $72,492-75.9% | $87,100-79.9% | $72,985-76.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 25.00% | 24.46%+0.5pp | 28.19%-3.2pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,207 | $1,894+16.5% | $2,521-12.5% | $2,440-9.5% |
| Participant deferral / active EE | $3,072 | $3,270-6.0% | $4,049-24.1% | $3,607-14.8% |
| Admin fee / account holder | $879 | $5,055-82.6% | $7,497-88.3% | $5,124-82.8% |