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 | $8,718 | $90,600-90.4% | $79,464-89.0% | $135,375-93.6% |
| Participation rate | 41.7% | 76.0%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | -5.18% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $182 | $3,068-94.1% | $2,800-93.5% | $4,779-96.2% |
| Participant deferral / active EE | $902 | $4,050-77.7% | $3,704-75.6% | $5,609-83.9% |
| Admin fee / account holder | $2,836 | $5,907-52.0% | $5,113-44.5% | $10,827-73.8% |