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 | $6,290 | $75,828-91.7% | $147,614-95.7% | $59,632-89.5% |
| Participation rate | 36.8% | 71.6%-34.8pp | 84.6%-47.9pp | 68.7%-31.9pp |
| Annual return | 3.00% | 0.37%+2.6pp | 61.98%-59.0pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,952 | $3,130-37.6% | $4,895-60.1% | $3,192-38.8% |
| Admin fee / account holder | $1,475 | $5,985-75.4% | $11,611-87.3% | $4,297-65.7% |