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 6-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 | $29,318 | $86,929-66.3% | $102,423-71.4% | $80,856-63.7% |
| Participation rate | 53.1% | 72.4%-19.3pp | 76.5%-23.4pp | 67.6%-14.6pp |
| Annual return | 11.01% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,258 | $2,369-46.9% | $3,023-58.4% | $2,755-54.4% |
| Participant deferral / active EE | $2,510 | $4,118-39.1% | $5,053-50.3% | $4,296-41.6% |
| Admin fee / account holder | $5,715 | $8,049-29.0% | $9,451-39.5% | $6,918-17.4% |