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 4-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 | $7,606 | $73,933-89.7% | $96,683-92.1% | $75,163-89.9% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 25.70% | 26.70%-1.0pp | 35.69%-10.0pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,038 | $2,928-64.6% | $3,737-72.2% | $2,670-61.1% |
| Participant deferral / active EE | $1,713 | $3,659-53.2% | $4,878-64.9% | $4,125-58.5% |
| Admin fee / account holder | $663 | $5,216-87.3% | $6,730-90.2% | $5,651-88.3% |