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 | $12,105 | $71,057-83.0% | $93,654-87.1% | $80,874-85.0% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 29.98% | 11.26%+18.7pp | 133.34%-103.4pp | 35.62%-5.6pp |
| Employer contribution / active EE | $1,055 | $1,564-32.6% | $2,421-56.4% | $2,756-61.7% |
| Participant deferral / active EE | $2,020 | $4,034-49.9% | $4,413-54.2% | $4,297-53.0% |
| Admin fee / account holder | $1,835 | $6,944-73.6% | $8,282-77.8% | $6,935-73.5% |