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 | $12,529 | $61,605-79.7% | $112,229-88.8% | $75,163-83.3% |
| Participation rate | 53.6% | 61.7%-8.1pp | 72.4%-18.9pp | 67.2%-13.6pp |
| Annual return | 26.10% | 28.47%-2.4pp | 30.20%-4.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,939 | $2,015-3.8% | $3,430-43.5% | $2,670-27.4% |
| Participant deferral / active EE | $3,827 | $3,108+23.1% | $4,798-20.2% | $4,125-7.2% |
| Admin fee / account holder | $3,856 | $4,862-20.7% | $7,748-50.2% | $5,651-31.8% |