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 | $6,074 | $59,097-89.7% | $82,389-92.6% | $74,304-91.8% |
| Participation rate | 67.0% | 52.8%+14.2pp | 69.5%-2.6pp | 60.3%+6.6pp |
| Annual return | 25.67% | 22.85%+2.8pp | 28.67%-3.0pp | 29.43%-3.8pp |
| Employer contribution / active EE | $580 | $1,601-63.8% | $2,517-76.9% | $2,241-74.1% |
| Participant deferral / active EE | $1,490 | $2,775-46.3% | $4,155-64.1% | $3,767-60.5% |
| Admin fee / account holder | $784 | $4,489-82.5% | $7,231-89.2% | $2,969-73.6% |