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 | $18,741 | $138,065-86.4% | $123,544-84.8% | $135,375-86.2% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | 0.45% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,113 | $5,151-78.4% | $4,628-75.9% | $4,779-76.7% |
| Participant deferral / active EE | $3,039 | $6,799-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $7,290 | $10,916-33.2% | $9,284-21.5% | $10,827-32.7% |