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 | $13,552 | $57,354-76.4% | $83,848-83.8% | $64,186-78.9% |
| Participation rate | 46.3% | 68.6%-22.3pp | 76.1%-29.8pp | 69.6%-23.2pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,522 | $2,545-40.2% | $3,631-58.1% | $2,381-36.1% |
| Participant deferral / active EE | $2,004 | $2,993-33.0% | $4,082-50.9% | $3,470-42.2% |
| Admin fee / account holder | $1,864 | $4,046-53.9% | $5,478-66.0% | $4,888-61.9% |