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 | $7,491 | $88,707-91.6% | $74,183-89.9% | $273,961-97.3% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 7.35% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $832 | $3,159-73.7% | $2,370-64.9% | $4,869-82.9% |
| Participant deferral / active EE | $1,714 | $4,212-59.3% | $3,550-51.7% | $5,287-67.6% |
| Admin fee / account holder | $559 | $8,717-93.6% | $5,586-90.0% | $10,132-94.5% |