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 | $7,565 | $43,075-82.4% | $74,583-89.9% | $62,891-88.0% |
| Participation rate | 44.8% | 58.1%-13.2pp | 68.1%-23.3pp | 69.3%-24.5pp |
| Annual return | 12.15% | 17.50%-5.4pp | 20.47%-8.3pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,108 | $2,389+30.1% | $3,458-10.1% | $3,203-2.9% |
| Admin fee / account holder | $1,199 | $2,840-57.8% | $4,138-71.0% | $4,296-72.1% |