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 | $16,851 | $78,926-78.7% | $136,749-87.7% | $84,808-80.1% |
| Participation rate | 64.0% | 62.2%+1.8pp | 72.1%-8.1pp | 68.3%-4.3pp |
| Annual return | 21.41% | 18.17%+3.2pp | 24.33%-2.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,976 | $2,134+39.5% | $3,400-12.5% | $2,631+13.1% |
| Participant deferral / active EE | $3,565 | $3,168+12.5% | $4,692-24.0% | $4,212-15.3% |
| Admin fee / account holder | $520 | $6,369-91.8% | $11,386-95.4% | $7,344-92.9% |