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 | $9,012 | $99,341-90.9% | $84,750-89.4% | $273,961-96.7% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 7.62% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,174 | $4,214-72.1% | $3,574-67.2% | $4,869-75.9% |
| Participant deferral / active EE | $1,304 | $4,269-69.5% | $3,712-64.9% | $5,287-75.3% |
| Admin fee / account holder | $1,920 | $6,644-71.1% | $5,332-64.0% | $10,132-81.1% |