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 | $12,281 | $158,817-92.3% | $121,196-89.9% | $135,375-90.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -2.81% | -0.64%-2.2pp | 16.93%-19.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $640 | $5,665-88.7% | $4,022-84.1% | $4,779-86.6% |
| Participant deferral / active EE | $1,402 | $4,005-65.0% | $3,344-58.1% | $5,609-75.0% |
| Admin fee / account holder | $30,872 | $6,512+374.0% | $5,019+515.1% | $10,827+185.1% |