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 | $10,784 | $75,828-85.8% | $147,614-92.7% | $59,632-81.9% |
| Participation rate | 38.1% | 71.6%-33.5pp | 84.6%-46.5pp | 68.7%-30.6pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $668 | $3,485-80.8% | $5,564-88.0% | $2,203-69.7% |
| Participant deferral / active EE | $982 | $3,130-68.6% | $4,895-79.9% | $3,192-69.2% |
| Admin fee / account holder | $369 | $5,985-93.8% | $11,611-96.8% | $4,297-91.4% |