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 | $7,338 | $61,272-88.0% | $149,673-95.1% | $71,457-89.7% |
| Participation rate | 16.2% | 62.5%-46.3pp | 78.8%-62.5pp | 67.9%-51.7pp |
| Annual return | 37.31% | 35.85%+1.5pp | 134.42%-97.1pp | 28.85%+8.5pp |
| Employer contribution / active EE | $462 | $2,378-80.6% | $4,818-90.4% | $2,588-82.2% |
| Participant deferral / active EE | $996 | $2,917-65.9% | $5,680-82.5% | $4,289-76.8% |
| Admin fee / account holder | $1,476 | $1,261+17.0% | $13,210-88.8% | $1,587-7.0% |