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 | $6,150 | $90,503-93.2% | $78,689-92.2% | $273,961-97.8% |
| Participation rate | 45.0% | 76.5%-31.5pp | 73.6%-28.6pp | 83.0%-38.0pp |
| Annual return | 6.17% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,469 | $3,901-62.4% | $3,517-58.2% | $5,287-72.2% |
| Admin fee / account holder | $2,343 | $5,263-55.5% | $4,510-48.1% | $10,132-76.9% |