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 | $7,236 | $91,190-92.1% | $178,490-95.9% | $79,858-90.9% |
| Participation rate | 44.3% | 69.2%-24.9pp | 81.9%-37.6pp | 69.6%-25.3pp |
| Annual return | 15.65% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $555 | $3,256-83.0% | $5,011-88.9% | $2,471-77.5% |
| Participant deferral / active EE | $1,112 | $3,236-65.6% | $5,202-78.6% | $3,740-70.3% |
| Admin fee / account holder | $890 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |