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 | $15,060 | $86,929-82.7% | $102,423-85.3% | $80,856-81.4% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.0pp |
| Annual return | 16.90% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,551 | $2,369-34.6% | $3,023-48.7% | $2,755-43.7% |
| Participant deferral / active EE | $1,847 | $4,118-55.1% | $5,053-63.4% | $4,296-57.0% |
| Admin fee / account holder | $531 | $8,049-93.4% | $9,451-94.4% | $6,918-92.3% |