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 | $8,912 | $118,450-92.5% | $98,439-90.9% | $139,434-93.6% |
| Participation rate | 57.1% | 77.4%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 19.28% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,680 | $3,609-53.4% | $3,048-44.9% | $4,751-64.6% |
| Participant deferral / active EE | $2,117 | $5,392-60.7% | $4,738-55.3% | $6,710-68.4% |
| Admin fee / account holder | $322 | $14,026-97.7% | $8,948-96.4% | $11,403-97.2% |