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 | $8,522 | $158,817-94.6% | $121,196-93.0% | $135,375-93.7% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.7%-18.4pp | 82.6%-29.3pp |
| Annual return | -7.65% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $211 | $5,665-96.3% | $4,022-94.7% | $4,779-95.6% |
| Participant deferral / active EE | $347 | $4,005-91.3% | $3,344-89.6% | $5,609-93.8% |
| Admin fee / account holder | $477 | $6,512-92.7% | $5,019-90.5% | $10,827-95.6% |