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 | $4,020 | $32,037-87.5% | $69,182-94.2% | $62,891-93.6% |
| Participation rate | 25.3% | 43.4%-18.1pp | 55.1%-29.8pp | 69.3%-44.0pp |
| Annual return | 13.86% | 15.16%-1.3pp | -21.93%+35.8pp | 20.14%-6.3pp |
| Employer contribution / active EE | $164 | $679-75.9% | $1,206-86.4% | $2,281-92.8% |
| Participant deferral / active EE | $479 | $1,185-59.6% | $1,897-74.8% | $3,203-85.0% |
| Admin fee / account holder | $325 | $2,608-87.5% | $2,697-88.0% | $4,296-92.4% |