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 | $26,070 | $201,272-87.0% | $184,203-85.8% | $145,922-82.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.06% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,711 | $7,022-61.4% | $6,427-57.8% | $4,660-41.8% |
| Participant deferral / active EE | $5,937 | $9,806-39.5% | $9,131-35.0% | $6,688-11.2% |
| Admin fee / account holder | $16,942 | $16,364+3.5% | $13,901+21.9% | $13,397+26.5% |