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 | $18,402 | $92,222-80.0% | $76,768-76.0% | $135,375-86.4% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | -8.70% | 5.46%-14.2pp | 2.43%-11.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $618 | $3,216-80.8% | $2,485-75.1% | $4,779-87.1% |
| Participant deferral / active EE | $2,614 | $4,509-42.0% | $3,852-32.1% | $5,609-53.4% |
| Admin fee / account holder | $337 | $10,748-96.9% | $6,675-94.9% | $10,827-96.9% |