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 3-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 | $8,910 | $88,672-90.0% | $105,223-91.5% | $82,448-89.2% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 24.85% | 30.86%-6.0pp | 180.65%-155.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,205 | $4,036-20.6% | $5,072-36.8% | $4,139-22.6% |
| Admin fee / account holder | $306 | $7,146-95.7% | $8,859-96.5% | $7,234-95.8% |