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 4-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 | $13,631 | $61,605-77.9% | $112,229-87.9% | $75,163-81.9% |
| Participation rate | 28.3% | 61.7%-33.3pp | 72.4%-44.1pp | 67.2%-38.9pp |
| Annual return | 24.76% | 28.47%-3.7pp | 30.20%-5.4pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,140 | $2,015-43.5% | $3,430-66.8% | $2,670-57.3% |
| Participant deferral / active EE | $1,462 | $3,108-53.0% | $4,798-69.5% | $4,125-64.6% |
| Admin fee / account holder | $1,584 | $4,862-67.4% | $7,748-79.6% | $5,651-72.0% |