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 | $5,231 | $45,152-88.4% | $73,843-92.9% | $59,632-91.2% |
| Participation rate | 26.7% | 64.0%-37.4pp | 73.4%-46.8pp | 68.7%-42.0pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $477 | $1,902-74.9% | $2,787-82.9% | $2,203-78.3% |
| Participant deferral / active EE | $1,112 | $2,574-56.8% | $3,583-69.0% | $3,192-65.2% |
| Admin fee / account holder | $585 | $3,516-83.4% | $4,880-88.0% | $4,297-86.4% |