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 | $6,364 | $104,106-93.9% | $71,086-91.0% | $135,375-95.3% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.7%-10.2pp | 82.6%-38.2pp |
| Annual return | -7.08% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $353 | $1,485-76.3% | $1,088-67.6% | $4,779-92.6% |
| Participant deferral / active EE | $436 | $2,527-82.8% | $1,874-76.8% | $5,609-92.2% |
| Admin fee / account holder | $1,352 | $4,142-67.3% | $3,082-56.1% | $10,827-87.5% |