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 8-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 | $17,331 | $86,929-80.1% | $102,423-83.1% | $80,856-78.6% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-21.9pp | 67.6%-13.1pp |
| Annual return | 13.12% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,556 | $2,369-34.3% | $3,023-48.5% | $2,755-43.5% |
| Participant deferral / active EE | $3,104 | $4,118-24.6% | $5,053-38.6% | $4,296-27.7% |
| Admin fee / account holder | $3,088 | $8,049-61.6% | $9,451-67.3% | $6,918-55.4% |