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 | $18,841 | $71,057-73.5% | $93,654-79.9% | $80,874-76.7% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.6%-5.1pp |
| Annual return | 14.19% | 11.26%+2.9pp | 133.34%-119.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,762 | $4,034-31.5% | $4,413-37.4% | $4,297-35.7% |
| Admin fee / account holder | $1,321 | $6,944-81.0% | $8,282-84.1% | $6,935-81.0% |