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 | $7,433 | $104,251-92.9% | $91,001-91.8% | $147,584-95.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 11.31% | 27.06%-15.8pp | 4.60%+6.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,247 | $3,116-60.0% | $2,456-49.2% | $4,876-74.4% |
| Participant deferral / active EE | $1,266 | $4,195-69.8% | $3,547-64.3% | $5,439-76.7% |
| Admin fee / account holder | $619 | $8,948-93.1% | $5,417-88.6% | $10,885-94.3% |