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 3-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 | $18,716 | $76,050-75.4% | $96,544-80.6% | $71,457-73.8% |
| Participation rate | 28.6% | 74.4%-45.8pp | 76.0%-47.4pp | 67.9%-39.3pp |
| Annual return | 31.62% | 22.81%+8.8pp | 25.84%+5.8pp | 28.85%+2.8pp |
| Employer contribution / active EE | $900 | $2,244-59.9% | $2,965-69.7% | $2,588-65.2% |
| Participant deferral / active EE | $2,107 | $4,215-50.0% | $4,851-56.6% | $4,289-50.9% |
| Admin fee / account holder | $1,905 | $2,707-29.6% | $8,252-76.9% | $1,587+20.0% |