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 6-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 | $29,074 | $95,453-69.5% | $112,040-74.0% | $82,448-64.7% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 16.89% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,103 | $4,224-2.8% | $5,098-19.5% | $4,139-0.9% |
| Admin fee / account holder | $19,515 | $9,013+116.5% | $12,098+61.3% | $7,234+169.8% |