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 | $30,230 | $101,724-70.3% | $164,813-81.7% | $80,856-62.6% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.6%+0.1pp |
| Annual return | 17.57% | 16.72%+0.9pp | 69.93%-52.4pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,913 | $2,953-1.4% | $4,341-32.9% | $2,755+5.7% |
| Participant deferral / active EE | $4,716 | $4,477+5.3% | $6,031-21.8% | $4,296+9.8% |
| Admin fee / account holder | $672 | $8,227-91.8% | $12,690-94.7% | $6,918-90.3% |