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 | $12,307 | $99,032-87.6% | $80,019-84.6% | $135,375-90.9% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -8.67% | 15.39%-24.1pp | 11.22%-19.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $859 | $3,043-71.8% | $2,468-65.2% | $4,779-82.0% |
| Participant deferral / active EE | $3,681 | $4,282-14.0% | $3,686-0.1% | $5,609-34.4% |
| Admin fee / account holder | $5,027 | $10,436-51.8% | $6,521-22.9% | $10,827-53.6% |