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 | $15,581 | $45,566-65.8% | $64,105-75.7% | $59,632-73.9% |
| Participation rate | 58.1% | 60.2%-2.0pp | 68.2%-10.0pp | 68.7%-10.5pp |
| Annual return | -1.40% | 4.95%-6.4pp | 791.24%-792.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $240 | $934-74.3% | $1,820-86.8% | $2,203-89.1% |
| Participant deferral / active EE | $1,935 | $2,057-5.9% | $2,822-31.4% | $3,192-39.4% |
| Admin fee / account holder | $1,106 | $3,268-66.1% | $4,499-75.4% | $4,297-74.3% |