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 | $20,318 | $127,100-84.0% | $105,738-80.8% | $135,375-85.0% |
| Participation rate | 61.5% | 82.7%-21.2pp | 76.3%-14.8pp | 82.6%-21.1pp |
| Annual return | -8.32% | 4.49%-12.8pp | 6.27%-14.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,114 | $4,107-72.9% | $3,268-65.9% | $4,779-76.7% |
| Participant deferral / active EE | $2,422 | $5,064-52.2% | $4,080-40.6% | $5,609-56.8% |
| Admin fee / account holder | $4,786 | $9,087-47.3% | $6,913-30.8% | $10,827-55.8% |