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 | $8,672 | $127,386-93.2% | $115,037-92.5% | $125,391-93.1% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | 1.08% | 31.28%-30.2pp | 26.14%-25.1pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,555 | $5,166-69.9% | $4,608-66.2% | $4,866-68.0% |
| Participant deferral / active EE | $2,971 | $6,423-53.7% | $6,026-50.7% | $5,352-44.5% |
| Admin fee / account holder | $4,758 | $9,516-50.0% | $8,175-41.8% | $9,540-50.1% |