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 3-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 | $23,713 | $94,625-74.9% | $116,228-79.6% | $84,808-72.0% |
| Participation rate | 21.9% | 70.4%-48.6pp | 74.6%-52.7pp | 68.3%-46.4pp |
| Annual return | 24.35% | 20.40%+4.0pp | 90.06%-65.7pp | 40.90%-16.5pp |
| Employer contribution / active EE | $845 | $2,347-64.0% | $2,994-71.8% | $2,631-67.9% |
| Participant deferral / active EE | $1,732 | $3,972-56.4% | $4,953-65.0% | $4,212-58.9% |
| Admin fee / account holder | $344 | $10,091-96.6% | $11,989-97.1% | $7,344-95.3% |