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 | $6,847 | $87,540-92.2% | $75,781-91.0% | $125,391-94.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 4.54% | 13.48%-8.9pp | 9.68%-5.1pp | 282.22%-277.7pp |
| Employer contribution / active EE | $1,089 | $3,930-72.3% | $3,323-67.2% | $4,866-77.6% |
| Participant deferral / active EE | $1,479 | $4,229-65.0% | $3,651-59.5% | $5,352-72.4% |
| Admin fee / account holder | $494 | $6,502-92.4% | $5,299-90.7% | $9,540-94.8% |