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 | $20,110 | $102,317-80.3% | $146,958-86.3% | $80,856-75.1% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.2%-21.6pp | 67.6%-7.1pp |
| Annual return | 28.40% | 134.76%-106.4pp | 418.34%-389.9pp | 35.59%-7.2pp |
| Employer contribution / active EE | $2,741 | $3,713-26.2% | $4,933-44.4% | $2,755-0.5% |
| Participant deferral / active EE | $6,415 | $6,644-3.4% | $8,070-20.5% | $4,296+49.3% |
| Admin fee / account holder | $1,911 | $7,941-75.9% | $12,998-85.3% | $6,918-72.4% |