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 | $7,318 | $84,233-91.3% | $170,442-95.7% | $70,131-89.6% |
| Participation rate | 67.4% | 70.8%-3.4pp | 83.6%-16.2pp | 69.5%-2.1pp |
| Annual return | 17.61% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $542 | $3,387-84.0% | $5,433-90.0% | $2,342-76.9% |
| Participant deferral / active EE | $1,601 | $3,086-48.1% | $4,939-67.6% | $3,332-52.0% |
| Admin fee / account holder | $302 | $5,698-94.7% | $13,880-97.8% | $4,645-93.5% |