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 5-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 | $8,876 | $77,899-88.6% | $149,673-94.1% | $75,163-88.2% |
| Participation rate | 44.0% | 65.6%-21.6pp | 78.8%-34.8pp | 67.2%-23.2pp |
| Annual return | 18.60% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $578 | $3,137-81.6% | $4,818-88.0% | $2,670-78.3% |
| Participant deferral / active EE | $1,111 | $3,411-67.4% | $5,680-80.4% | $4,125-73.1% |
| Admin fee / account holder | $851 | $5,956-85.7% | $13,210-93.6% | $5,651-84.9% |