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 3-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 | $831 | $54,705-98.5% | $71,209-98.8% | $84,808-99.0% |
| Participation rate | 23.1% | 64.1%-41.0pp | 73.8%-50.7pp | 68.3%-45.2pp |
| Annual return | 22.27% | 35.90%-13.6pp | 282.51%-260.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $564 | $3,030-81.4% | $4,175-86.5% | $4,212-86.6% |
| Admin fee / account holder | $7,148 | $4,863+47.0% | $5,349+33.6% | $7,344-2.7% |