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 | $5,485 | $92,703-94.1% | $82,719-93.4% | $134,475-95.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -10.03% | 944.92%-955.0pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $4,258 | $3,274+30.1% | $3,009+41.5% | $4,740-10.2% |
| Participant deferral / active EE | $4,250 | $4,802-11.5% | $4,395-3.3% | $6,400-33.6% |
| Admin fee / account holder | $3,966 | $5,983-33.7% | $5,329-25.6% | $11,426-65.3% |