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 | $20,646 | $88,083-76.6% | $164,813-87.5% | $74,495-72.3% |
| Participation rate | 52.1% | 73.0%-20.9pp | 78.6%-26.5pp | 67.2%-15.1pp |
| Annual return | 12.92% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,955 | $2,593-24.6% | $4,341-55.0% | $2,623-25.5% |
| Participant deferral / active EE | $2,905 | $4,498-35.4% | $6,031-51.8% | $4,346-33.1% |
| Admin fee / account holder | $1,131 | $2,234-49.4% | $12,690-91.1% | $1,942-41.8% |