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 | $3,196 | $47,944-93.3% | $67,834-95.3% | $62,891-94.9% |
| Participation rate | 25.9% | 61.1%-35.1pp | 68.8%-42.9pp | 69.3%-43.4pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $244 | $1,562-84.4% | $2,403-89.8% | $2,281-89.3% |
| Participant deferral / active EE | $843 | $2,247-62.5% | $3,160-73.3% | $3,203-73.7% |
| Admin fee / account holder | $576 | $3,712-84.5% | $4,622-87.5% | $4,296-86.6% |