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 | $4,600 | $90,503-94.9% | $78,689-94.2% | $273,961-98.3% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | 7.39% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $469 | $3,176-85.2% | $2,851-83.5% | $4,869-90.4% |
| Participant deferral / active EE | $535 | $3,901-86.3% | $3,517-84.8% | $5,287-89.9% |
| Admin fee / account holder | $1,282 | $5,263-75.6% | $4,510-71.6% | $10,132-87.3% |