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 | $6,669 | $110,257-94.0% | $96,544-93.1% | $139,434-95.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 28.61% | 26.32%+2.3pp | 25.84%+2.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $998 | $3,620-72.4% | $2,965-66.3% | $4,751-79.0% |
| Participant deferral / active EE | $2,032 | $5,548-63.4% | $4,851-58.1% | $6,710-69.7% |
| Admin fee / account holder | $645 | $11,591-94.4% | $8,252-92.2% | $11,403-94.3% |