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 | $12,384 | $78,694-84.3% | $67,652-81.7% | $125,391-90.1% |
| Participation rate | 58.8% | 78.8%-20.0pp | 75.7%-16.8pp | 83.2%-24.4pp |
| Annual return | -0.56% | 9.46%-10.0pp | 6625.04%-6625.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,074 | $3,044-64.7% | $2,266-52.6% | $4,866-77.9% |
| Participant deferral / active EE | $1,306 | $4,292-69.6% | $3,560-63.3% | $5,352-75.6% |
| Admin fee / account holder | $1,340 | $7,403-81.9% | $4,821-72.2% | $9,540-86.0% |