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 | $20,042 | $93,571-78.6% | $135,903-85.3% | $75,163-73.3% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 22.25% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,376 | $3,537-61.1% | $4,856-71.7% | $2,670-48.5% |
| Participant deferral / active EE | $3,233 | $6,404-49.5% | $7,758-58.3% | $4,125-21.6% |
| Admin fee / account holder | $987 | $6,975-85.9% | $10,762-90.8% | $5,651-82.5% |