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 | $4,732 | $87,540-94.6% | $75,781-93.8% | $125,391-96.2% |
| Participation rate | 52.2% | 80.2%-28.0pp | 75.8%-23.6pp | 83.2%-31.0pp |
| Annual return | -0.12% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,364 | $3,930-65.3% | $3,323-59.0% | $4,866-72.0% |
| Participant deferral / active EE | $1,058 | $4,229-75.0% | $3,651-71.0% | $5,352-80.2% |
| Admin fee / account holder | $2,737 | $6,502-57.9% | $5,299-48.4% | $9,540-71.3% |