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 | $1,272 | $69,207-98.2% | $64,056-98.0% | $139,434-99.1% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 10.24% | 45.88%-35.6pp | 33.69%-23.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $530 | $3,182-83.4% | $2,747-80.7% | $4,751-88.9% |
| Participant deferral / active EE | $1,675 | $4,682-64.2% | $3,880-56.8% | $6,710-75.0% |
| Admin fee / account holder | $5,849 | $4,244+37.8% | $3,068+90.6% | $11,403-48.7% |