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 | $6 | $57,016-100.0% | $84,966-100.0% | $80,856-100.0% |
| Participation rate | 47.2% | 56.3%-9.2pp | 67.5%-20.3pp | 67.6%-20.5pp |
| Annual return | 11.80% | 21.66%-9.9pp | 66.38%-54.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,116 | $1,798-37.9% | $2,727-59.1% | $2,755-59.5% |
| Participant deferral / active EE | $1,471 | $3,110-52.7% | $4,519-67.4% | $4,296-65.7% |
| Admin fee / account holder | $137,139 | $4,980+2653.6% | $6,149+2130.4% | $6,918+1882.4% |