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 | $6,774 | $99,985-93.2% | $146,665-95.4% | $85,850-92.1% |
| Participation rate | 40.0% | 73.1%-33.1pp | 80.1%-40.1pp | 69.3%-29.3pp |
| Annual return | 11.65% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $790 | $2,559-69.1% | $4,136-80.9% | $2,565-69.2% |
| Participant deferral / active EE | $2,269 | $4,006-43.4% | $5,506-58.8% | $3,952-42.6% |
| Admin fee / account holder | $9,376 | $7,702+21.7% | $10,280-8.8% | $6,260+49.8% |