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 | $8,890 | $97,757-90.9% | $83,848-89.4% | $135,375-93.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.72% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,024 | $4,222-75.7% | $3,631-71.8% | $4,779-78.6% |
| Participant deferral / active EE | $3,080 | $4,682-34.2% | $4,082-24.5% | $5,609-45.1% |
| Admin fee / account holder | $11,065 | $6,674+65.8% | $5,478+102.0% | $10,827+2.2% |