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 | $6,224 | $60,892-89.8% | $82,389-92.4% | $84,808-92.7% |
| Participation rate | 68.5% | 63.3%+5.3pp | 69.5%-1.0pp | 68.3%+0.2pp |
| Annual return | 21.06% | 37.29%-16.2pp | 28.67%-7.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $472 | $1,779-73.5% | $2,517-81.3% | $2,631-82.1% |
| Participant deferral / active EE | $1,308 | $3,179-58.8% | $4,155-68.5% | $4,212-68.9% |
| Admin fee / account holder | $1,046 | $5,467-80.9% | $7,231-85.5% | $7,344-85.8% |