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 | $22,972 | $95,803-76.0% | $113,168-79.7% | $84,808-72.9% |
| Participation rate | 32.5% | 72.9%-40.4pp | 76.6%-44.1pp | 68.3%-35.8pp |
| Annual return | 14.13% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,615 | $2,360-31.6% | $2,975-45.7% | $2,631-38.6% |
| Participant deferral / active EE | $3,470 | $4,242-18.2% | $5,107-32.1% | $4,212-17.6% |
| Admin fee / account holder | $17,981 | $8,989+100.0% | $12,068+49.0% | $7,344+144.9% |