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 | $2,850 | $110,261-97.4% | $95,745-97.0% | $139,434-98.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.48% | 27.11%-14.6pp | 28.35%-15.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,819 | $3,257-44.2% | $2,835-35.8% | $4,751-61.7% |
| Participant deferral / active EE | $2,387 | $4,676-49.0% | $4,245-43.8% | $6,710-64.4% |
| Admin fee / account holder | $5,483 | $6,613-17.1% | $5,678-3.4% | $11,403-51.9% |