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 | $7,993 | $129,217-93.8% | $93,406-91.4% | $158,922-95.0% |
| Participation rate | 61.5% | 71.0%-9.4pp | 66.8%-5.3pp | 82.0%-20.4pp |
| Annual return | 8.04% | 118.21%-110.2pp | 78.05%-70.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $458 | $2,711-83.1% | $2,075-77.9% | $4,761-90.4% |
| Participant deferral / active EE | $1,719 | $3,909-56.0% | $3,126-45.0% | $5,982-71.3% |
| Admin fee / account holder | $9,041 | $7,383+22.5% | $5,230+72.9% | $11,246-19.6% |