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 | $20,257 | $138,065-85.3% | $123,544-83.6% | $135,375-85.0% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -5.74% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,183 | $5,151-77.0% | $4,628-74.4% | $4,779-75.2% |
| Participant deferral / active EE | $3,007 | $6,799-55.8% | $6,426-53.2% | $5,609-46.4% |
| Admin fee / account holder | $3,246 | $10,916-70.3% | $9,284-65.0% | $10,827-70.0% |