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 | $17,327 | $96,486-82.0% | $153,485-88.7% | $77,643-77.7% |
| Participation rate | 67.3% | 81.6%-14.4pp | 77.1%-9.8pp | 70.6%-3.3pp |
| Annual return | 42.61% | 14.44%+28.2pp | 15.65%+27.0pp | 31.24%+11.4pp |
| Employer contribution / active EE | $2,511 | $5,224-51.9% | $5,039-50.2% | $2,726-7.9% |
| Participant deferral / active EE | $4,173 | $6,609-36.9% | $6,757-38.2% | $4,647-10.2% |
| Admin fee / account holder | $1,081 | $182+492.5% | $12,724-91.5% | $430+151.2% |