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 | $7,073 | $76,000-90.7% | $154,107-95.4% | $64,186-89.0% |
| Participation rate | 55.9% | 70.4%-14.5pp | 83.0%-27.2pp | 69.6%-13.7pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,368 | $3,175-56.9% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $3,782 | $5,596-32.4% | $13,411-71.8% | $4,888-22.6% |