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 | $15,942 | $76,670-79.2% | $96,683-83.5% | $71,457-77.7% |
| Participation rate | 36.4% | 66.6%-30.2pp | 74.3%-38.0pp | 67.9%-31.6pp |
| Annual return | 19.41% | 48.29%-28.9pp | 35.69%-16.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,590 | $3,031-47.5% | $3,737-57.4% | $2,588-38.5% |
| Participant deferral / active EE | $2,385 | $3,771-36.8% | $4,878-51.1% | $4,289-44.4% |
| Admin fee / account holder | $3,981 | $2,028+96.3% | $6,730-40.8% | $1,587+150.8% |