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 | $5,674 | $95,971-94.1% | $74,550-92.4% | $135,375-95.8% |
| Participation rate | 57.9% | 75.7%-17.8pp | 69.1%-11.2pp | 82.6%-24.7pp |
| Annual return | -6.34% | 56.96%-63.3pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $544 | $2,716-80.0% | $1,961-72.3% | $4,779-88.6% |
| Participant deferral / active EE | $1,410 | $3,843-63.3% | $3,108-54.6% | $5,609-74.9% |
| Admin fee / account holder | $1,270 | $6,522-80.5% | $5,060-74.9% | $10,827-88.3% |