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 | $7,306 | $99,341-92.6% | $84,750-91.4% | $273,961-97.3% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,029 | $4,214-75.6% | $3,574-71.2% | $4,869-78.9% |
| Participant deferral / active EE | $1,848 | $4,269-56.7% | $3,712-50.2% | $5,287-65.0% |
| Admin fee / account holder | $443 | $6,644-93.3% | $5,332-91.7% | $10,132-95.6% |