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 | $892 | $108,172-99.2% | $77,482-98.8% | $158,922-99.4% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 5.46% | 31.67%-26.2pp | 54.79%-49.3pp | 302.83%-297.4pp |
| Employer contribution / active EE | $324 | $1,325-75.6% | $986-67.2% | $4,761-93.2% |
| Participant deferral / active EE | $324 | $2,456-86.8% | $1,861-82.6% | $5,982-94.6% |
| Admin fee / account holder | $6,264 | $3,708+68.9% | $2,858+119.2% | $11,246-44.3% |