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 7-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 | $4,159 | $72,277-94.2% | $101,248-95.9% | $79,858-94.8% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 21.21% | 22.30%-1.1pp | 46.47%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,015 | $2,692-62.3% | $3,660-72.3% | $2,471-58.9% |
| Participant deferral / active EE | $1,629 | $3,282-50.4% | $4,370-62.7% | $3,740-56.4% |
| Admin fee / account holder | $602 | $4,400-86.3% | $5,945-89.9% | $5,306-88.7% |