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 | $20,527 | $63,904-67.9% | $89,340-77.0% | $67,986-69.8% |
| Participation rate | 16.5% | 54.3%-37.8pp | 69.6%-53.1pp | 57.2%-40.7pp |
| Annual return | 20.59% | 18.09%+2.5pp | 20.57%0pp | 31.67%-11.1pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,264 | $2,691-53.0% | $3,823-66.9% | $3,358-62.4% |
| Admin fee / account holder | $1,666 | $3,315-49.7% | $6,704-75.1% | $3,203-48.0% |