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 | $9,269 | $81,248-88.6% | $155,509-94.0% | $80,856-88.5% |
| Participation rate | 38.6% | 66.2%-27.6pp | 78.2%-39.6pp | 67.6%-29.0pp |
| Annual return | 17.88% | 33.31%-15.4pp | 64.67%-46.8pp | 35.59%-17.7pp |
| Employer contribution / active EE | $438 | $3,100-85.9% | $4,672-90.6% | $2,755-84.1% |
| Participant deferral / active EE | $957 | $3,452-72.3% | $5,626-83.0% | $4,296-77.7% |
| Admin fee / account holder | $3,239 | $7,997-59.5% | $15,912-79.6% | $6,918-53.2% |