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 | $14,025 | $158,817-91.2% | $121,196-88.4% | $135,375-89.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -9.01% | -0.64%-8.4pp | 16.93%-25.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $935 | $5,665-83.5% | $4,022-76.8% | $4,779-80.4% |
| Participant deferral / active EE | $3,088 | $4,005-22.9% | $3,344-7.7% | $5,609-44.9% |
| Admin fee / account holder | $1,250 | $6,512-80.8% | $5,019-75.1% | $10,827-88.5% |