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 | $7,838 | $99,341-92.1% | $84,750-90.8% | $273,961-97.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 11.41% | 22.93%-11.5pp | 22.78%-11.4pp | 41.45%-30.0pp |
| Employer contribution / active EE | $717 | $4,214-83.0% | $3,574-79.9% | $4,869-85.3% |
| Participant deferral / active EE | $1,081 | $4,269-74.7% | $3,712-70.9% | $5,287-79.6% |
| Admin fee / account holder | $775 | $6,644-88.3% | $5,332-85.5% | $10,132-92.3% |