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 | $7,274 | $45,312-83.9% | $86,233-91.6% | $67,986-89.3% |
| Participation rate | 41.1% | 42.4%-1.3pp | 69.0%-27.9pp | 57.2%-16.1pp |
| Annual return | 22.17% | 24.79%-2.6pp | 61.39%-39.2pp | 31.67%-9.5pp |
| Employer contribution / active EE | $282 | $1,160-75.6% | $2,504-88.7% | $2,019-86.0% |
| Participant deferral / active EE | $902 | $2,185-58.7% | $4,559-80.2% | $3,358-73.2% |
| Admin fee / account holder | $1,214 | $3,295-63.1% | $8,342-85.4% | $3,203-62.1% |