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 | $5,094 | $93,071-94.5% | $74,583-93.2% | $273,961-98.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 130.17% | 26.18%+104.0pp | 20.47%+109.7pp | 41.45%+88.7pp |
| Employer contribution / active EE | $598 | $3,160-81.1% | $2,525-76.3% | $4,869-87.7% |
| Participant deferral / active EE | $575 | $4,160-86.2% | $3,458-83.4% | $5,287-89.1% |
| Admin fee / account holder | $2,919 | $5,272-44.6% | $4,138-29.5% | $10,132-71.2% |