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 | $13,997 | $73,933-81.1% | $96,683-85.5% | $75,163-81.4% |
| Participation rate | 52.8% | 66.4%-13.6pp | 74.3%-21.6pp | 67.2%-14.4pp |
| Annual return | 30.90% | 26.70%+4.2pp | 35.69%-4.8pp | 160.62%-129.7pp |
| Employer contribution / active EE | $2,123 | $2,928-27.5% | $3,737-43.2% | $2,670-20.5% |
| Participant deferral / active EE | $3,489 | $3,659-4.7% | $4,878-28.5% | $4,125-15.4% |
| Admin fee / account holder | $5,799 | $5,216+11.2% | $6,730-13.8% | $5,651+2.6% |