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 | $3,769 | $104,106-96.4% | $71,086-94.7% | $135,375-97.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -8.26% | 1256.30%-1264.6pp | 650.59%-658.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $228 | $1,485-84.7% | $1,088-79.0% | $4,779-95.2% |
| Participant deferral / active EE | $228 | $2,527-91.0% | $1,874-87.8% | $5,609-95.9% |
| Admin fee / account holder | $1,530 | $4,142-63.1% | $3,082-50.4% | $10,827-85.9% |