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 6-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 | $22,986 | $87,013-73.6% | $106,213-78.4% | $80,856-71.6% |
| Participation rate | 46.2% | 70.4%-24.3pp | 75.3%-29.1pp | 67.6%-21.5pp |
| Annual return | 13.73% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,239 | $2,395-48.3% | $3,171-60.9% | $2,755-55.0% |
| Participant deferral / active EE | $2,381 | $3,986-40.3% | $5,016-52.5% | $4,296-44.6% |
| Admin fee / account holder | $2,155 | $8,431-74.4% | $11,033-80.5% | $6,918-68.9% |