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 5-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 | $11,578 | $94,625-87.8% | $116,228-90.0% | $84,808-86.3% |
| Participation rate | 46.7% | 70.4%-23.8pp | 74.6%-27.9pp | 68.3%-21.6pp |
| Annual return | 20.78% | 20.40%+0.4pp | 90.06%-69.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,948 | $3,972-51.0% | $4,953-60.7% | $4,212-53.8% |
| Admin fee / account holder | $2,860 | $10,091-71.7% | $11,989-76.1% | $7,344-61.1% |