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 | $7,968 | $90,503-91.2% | $78,689-89.9% | $273,961-97.1% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | 4.16% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $508 | $3,176-84.0% | $2,851-82.2% | $4,869-89.6% |
| Participant deferral / active EE | $1,055 | $3,901-73.0% | $3,517-70.0% | $5,287-80.0% |
| Admin fee / account holder | $1,766 | $5,263-66.5% | $4,510-60.9% | $10,132-82.6% |