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 | $7,981 | $44,850-82.2% | $60,547-86.8% | $59,632-86.6% |
| Participation rate | 37.0% | 59.5%-22.5pp | 68.0%-31.0pp | 68.7%-31.7pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $667 | $1,462-54.4% | $2,419-72.4% | $2,203-69.7% |
| Participant deferral / active EE | $1,352 | $2,230-39.4% | $3,328-59.4% | $3,192-57.6% |
| Admin fee / account holder | $1,510 | $3,635-58.5% | $4,536-66.7% | $4,297-64.9% |