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 5-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 | $13,477 | $190,805-92.9% | $159,960-91.6% | $134,475-90.0% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -19.30% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $856 | $4,995-82.9% | $4,226-79.7% | $4,740-81.9% |
| Participant deferral / active EE | $2,149 | $6,923-69.0% | $6,182-65.2% | $6,400-66.4% |
| Admin fee / account holder | $1,280 | $10,471-87.8% | $8,698-85.3% | $11,426-88.8% |