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 | $14,151 | $158,817-91.1% | $121,196-88.3% | $135,375-89.5% |
| Participation rate | 44.4% | 79.3%-34.9pp | 71.7%-27.3pp | 82.6%-38.2pp |
| Annual return | -3.94% | -0.64%-3.3pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,512 | $4,005-37.3% | $3,344-24.9% | $5,609-55.2% |
| Admin fee / account holder | $4,746 | $6,512-27.1% | $5,019-5.4% | $10,827-56.2% |