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 | $15,434 | $45,566-66.1% | $64,105-75.9% | $59,632-74.1% |
| Participation rate | 22.2% | 60.2%-37.9pp | 68.2%-45.9pp | 68.7%-46.4pp |
| Annual return | -0.83% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $217 | $934-76.7% | $1,820-88.1% | $2,203-90.1% |
| Participant deferral / active EE | $1,109 | $2,057-46.1% | $2,822-60.7% | $3,192-65.2% |
| Admin fee / account holder | $2,327 | $3,268-28.8% | $4,499-48.3% | $4,297-45.9% |