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 | $7,732 | $49,177-84.3% | $79,464-90.3% | $64,186-88.0% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | 14.88% | -1.16%+16.0pp | 718.14%-703.3pp | 7.63%+7.2pp |
| Employer contribution / active EE | $589 | $2,076-71.6% | $2,800-79.0% | $2,381-75.3% |
| Participant deferral / active EE | $978 | $2,821-65.4% | $3,704-73.6% | $3,470-71.8% |
| Admin fee / account holder | $1,260 | $3,839-67.2% | $5,113-75.4% | $4,888-74.2% |