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 | $15,551 | $54,701-71.6% | $86,188-82.0% | $71,457-78.2% |
| Participation rate | 49.4% | 60.1%-10.7pp | 69.0%-19.6pp | 67.9%-18.5pp |
| Annual return | 19.89% | 20.06%-0.2pp | 1168.45%-1148.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,331 | $1,265+5.2% | $2,380-44.1% | $2,588-48.5% |
| Participant deferral / active EE | $2,546 | $3,108-18.1% | $3,985-36.1% | $4,289-40.6% |
| Admin fee / account holder | $3,183 | $1,922+65.6% | $6,852-53.6% | $1,587+100.5% |