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 | $6,270 | $102,616-93.9% | $81,983-92.4% | $158,922-96.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 22.61% | 61.04%-38.4pp | 41.31%-18.7pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,016 | $3,240-68.6% | $2,498-59.3% | $4,761-78.7% |
| Participant deferral / active EE | $2,703 | $4,648-41.9% | $3,722-27.4% | $5,982-54.8% |
| Admin fee / account holder | $2,171 | $8,235-73.6% | $5,664-61.7% | $11,246-80.7% |