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 | $19,021 | $127,386-85.1% | $115,037-83.5% | $125,391-84.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.85% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,191 | $5,166-77.0% | $4,608-74.2% | $4,866-75.5% |
| Participant deferral / active EE | $3,598 | $6,423-44.0% | $6,026-40.3% | $5,352-32.8% |
| Admin fee / account holder | $22,491 | $9,516+136.3% | $8,175+175.1% | $9,540+135.7% |