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 | $10,083 | $105,630-90.5% | $87,507-88.5% | $273,961-96.3% |
| Participation rate | 17.4% | 78.2%-60.8pp | 73.8%-56.4pp | 83.0%-65.6pp |
| Annual return | 5.67% | 12.25%-6.6pp | 12.21%-6.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $432 | $3,601-88.0% | $3,149-86.3% | $5,287-91.8% |
| Admin fee / account holder | $2,224 | $4,781-53.5% | $4,221-47.3% | $10,132-78.1% |