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 | $8,166 | $104,106-92.2% | $71,086-88.5% | $135,375-94.0% |
| Participation rate | 61.1% | 65.7%-4.5pp | 54.7%+6.5pp | 82.6%-21.5pp |
| Annual return | -5.80% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $599 | $1,485-59.7% | $1,088-45.0% | $4,779-87.5% |
| Participant deferral / active EE | $2,528 | $2,5270% | $1,874+34.9% | $5,609-54.9% |
| Admin fee / account holder | $5,109 | $4,142+23.3% | $3,082+65.7% | $10,827-52.8% |