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 10-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 | $9,435 | $93,071-89.9% | $74,583-87.3% | $273,961-96.6% |
| Participation rate | 47.1% | 74.9%-27.9pp | 68.1%-21.1pp | 83.0%-36.0pp |
| Annual return | 4.66% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $661 | $3,160-79.1% | $2,525-73.8% | $4,869-86.4% |
| Participant deferral / active EE | $809 | $4,160-80.6% | $3,458-76.6% | $5,287-84.7% |
| Admin fee / account holder | $756 | $5,272-85.7% | $4,138-81.7% | $10,132-92.5% |