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 | $10,845 | $77,634-86.0% | $156,549-93.1% | $62,891-82.8% |
| Participation rate | 47.9% | 71.2%-23.3pp | 84.0%-36.1pp | 69.3%-21.4pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,068 | $3,444-69.0% | $5,501-80.6% | $2,281-53.2% |
| Participant deferral / active EE | $1,392 | $3,045-54.3% | $4,871-71.4% | $3,203-56.6% |
| Admin fee / account holder | $638 | $5,561-88.5% | $13,027-95.1% | $4,296-85.2% |