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 | $8,281 | $117,983-93.0% | $101,794-91.9% | $142,382-94.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 20.52% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $920 | $2,773-66.8% | $2,289-59.8% | $4,299-78.6% |
| Participant deferral / active EE | $1,578 | $4,714-66.5% | $4,084-61.4% | $6,507-75.8% |
| Admin fee / account holder | $360 | $10,433-96.5% | $8,777-95.9% | $12,624-97.1% |