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 | $16,710 | $95,803-82.6% | $113,168-85.2% | $84,808-80.3% |
| Participation rate | 61.3% | 72.9%-11.6pp | 76.6%-15.3pp | 68.3%-7.0pp |
| Annual return | 15.44% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,672 | $2,360-29.2% | $2,975-43.8% | $2,631-36.5% |
| Participant deferral / active EE | $4,060 | $4,242-4.3% | $5,107-20.5% | $4,212-3.6% |
| Admin fee / account holder | $13,513 | $8,989+50.3% | $12,068+12.0% | $7,344+84.0% |