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 5-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 | $5,513 | $88,594-93.8% | $70,092-92.1% | $134,475-95.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | 0.57% | 442.67%-442.1pp | 190.73%-190.2pp | 417.96%-417.4pp |
| Employer contribution / active EE | $825 | $3,233-74.5% | $2,559-67.8% | $4,740-82.6% |
| Participant deferral / active EE | $1,355 | $4,772-71.6% | $3,849-64.8% | $6,400-78.8% |
| Admin fee / account holder | $501 | $10,441-95.2% | $6,267-92.0% | $11,426-95.6% |