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 | $20,787 | $181,894-88.6% | $156,549-86.7% | $273,961-92.4% |
| Participation rate | 56.3% | 88.4%-32.1pp | 84.0%-27.8pp | 83.0%-26.8pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,180 | $5,550-60.7% | $4,871-55.2% | $5,287-58.8% |
| Admin fee / account holder | $3,522 | $15,559-77.4% | $13,027-73.0% | $10,132-65.2% |