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 | $17,541 | $78,694-77.7% | $67,652-74.1% | $125,391-86.0% |
| Participation rate | 64.3% | 78.8%-14.5pp | 75.7%-11.4pp | 83.2%-18.9pp |
| Annual return | -2.89% | 9.46%-12.3pp | 6625.04%-6627.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,013 | $4,292-53.1% | $3,560-43.5% | $5,352-62.4% |
| Admin fee / account holder | $625 | $7,403-91.6% | $4,821-87.0% | $9,540-93.4% |