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 | $4,010 | $90,503-95.6% | $78,689-94.9% | $273,961-98.5% |
| Participation rate | 64.7% | 76.5%-11.8pp | 73.6%-8.9pp | 83.0%-18.3pp |
| Annual return | 7.05% | 75.60%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $465 | $3,176-85.4% | $2,851-83.7% | $4,869-90.5% |
| Participant deferral / active EE | $1,509 | $3,901-61.3% | $3,517-57.1% | $5,287-71.5% |
| Admin fee / account holder | $1,200 | $5,263-77.2% | $4,510-73.4% | $10,132-88.2% |