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 | $16,616 | $93,571-82.2% | $135,903-87.8% | $75,163-77.9% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 20.26% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,899 | $3,537-18.0% | $4,856-40.3% | $2,670+8.6% |
| Participant deferral / active EE | $5,142 | $6,404-19.7% | $7,758-33.7% | $4,125+24.7% |
| Admin fee / account holder | $2,847 | $6,975-59.2% | $10,762-73.5% | $5,651-49.6% |