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 8-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 | $7,807 | $81,248-90.4% | $155,509-95.0% | $80,856-90.3% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.0pp | 67.6%-4.5pp |
| Annual return | 10.82% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $900 | $3,100-71.0% | $4,672-80.7% | $2,755-67.3% |
| Participant deferral / active EE | $2,142 | $3,452-37.9% | $5,626-61.9% | $4,296-50.1% |
| Admin fee / account holder | $1,278 | $7,997-84.0% | $15,912-92.0% | $6,918-81.5% |