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 | $95,453-82.5% | $112,040-85.1% | $82,448-79.7% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 15.44% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,672 | $2,318-27.9% | $2,954-43.4% | $2,551-34.5% |
| Participant deferral / active EE | $4,060 | $4,224-3.9% | $5,098-20.3% | $4,139-1.9% |
| Admin fee / account holder | $13,513 | $9,013+49.9% | $12,098+11.7% | $7,234+86.8% |