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 7-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 | $6,746 | $115,882-94.2% | $100,516-93.3% | $158,922-95.8% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 10.22% | 34.79%-24.6pp | 30.89%-20.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,214 | $6,674-66.8% | $6,270-64.7% | $5,982-63.0% |
| Admin fee / account holder | $4,221 | $10,995-61.6% | $8,081-47.8% | $11,246-62.5% |