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 | $6,537 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 36.7% | 66.8%-30.1pp | 78.1%-41.4pp | 68.3%-31.6pp |
| Annual return | 23.88% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $520 | $2,761-81.2% | $4,305-87.9% | $2,631-80.2% |
| Participant deferral / active EE | $1,013 | $3,303-69.3% | $5,540-81.7% | $4,212-75.9% |
| Admin fee / account holder | $1,944 | $6,746-71.2% | $14,329-86.4% | $7,344-73.5% |