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 | $22,370 | $152,651-85.3% | $105,218-78.7% | $125,391-82.2% |
| Participation rate | 33.3% | 81.5%-48.2pp | 77.2%-43.9pp | 83.2%-49.9pp |
| Annual return | -1.26% | 8.24%-9.5pp | 5.33%-6.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $8,023 | $4,802+67.1% | $3,255+146.5% | $4,866+64.9% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22,939 | $14,248+61.0% | $6,992+228.1% | $9,540+140.4% |