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 | $13,178 | $75,828-82.6% | $147,614-91.1% | $59,632-77.9% |
| Participation rate | 37.1% | 71.6%-34.5pp | 84.6%-47.5pp | 68.7%-31.6pp |
| Annual return | -1.75% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $961 | $3,485-72.4% | $5,564-82.7% | $2,203-56.3% |
| Participant deferral / active EE | $1,383 | $3,130-55.8% | $4,895-71.7% | $3,192-56.7% |
| Admin fee / account holder | $2,317 | $5,985-61.3% | $11,611-80.0% | $4,297-46.1% |