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 10-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 | $6,090 | $127,386-95.2% | $115,037-94.7% | $125,391-95.1% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 0.85% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $963 | $5,166-81.4% | $4,608-79.1% | $4,866-80.2% |
| Participant deferral / active EE | $3,772 | $6,423-41.3% | $6,026-37.4% | $5,352-29.5% |
| Admin fee / account holder | $4,651 | $9,516-51.1% | $8,175-43.1% | $9,540-51.3% |