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 | $3,366 | $90,503-96.3% | $78,689-95.7% | $273,961-98.8% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 4.57% | 75.60%-71.0pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $227 | $3,176-92.8% | $2,851-92.0% | $4,869-95.3% |
| Participant deferral / active EE | $1,038 | $3,901-73.4% | $3,517-70.5% | $5,287-80.4% |
| Admin fee / account holder | $11,858 | $5,263+125.3% | $4,510+162.9% | $10,132+17.0% |