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 | $19,176 | $135,635-85.9% | $110,238-82.6% | $135,375-85.8% |
| Participation rate | 31.8% | 83.5%-51.6pp | 79.8%-48.0pp | 82.6%-50.8pp |
| Annual return | -8.60% | 513.19%-521.8pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,151 | $4,906-76.5% | $3,826-69.9% | $4,779-75.9% |
| Participant deferral / active EE | $2,330 | $5,506-57.7% | $4,672-50.1% | $5,609-58.5% |
| Admin fee / account holder | $4,517 | $11,457-60.6% | $8,547-47.2% | $10,827-58.3% |