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 | $5,546 | $35,183-84.2% | $73,545-92.5% | $70,131-92.1% |
| Participation rate | 36.0% | 42.9%-7.0pp | 54.9%-19.0pp | 69.5%-33.6pp |
| Annual return | 22.12% | 26.90%-4.8pp | -15.16%+37.3pp | 73.14%-51.0pp |
| Employer contribution / active EE | $633 | $709-10.6% | $1,219-48.0% | $2,342-73.0% |
| Participant deferral / active EE | $908 | $1,220-25.6% | $1,806-49.7% | $3,332-72.8% |
| Admin fee / account holder | $581 | $2,302-74.8% | $2,320-75.0% | $4,645-87.5% |