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 5-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 | $12,708 | $124,281-89.8% | $109,143-88.4% | $167,490-92.4% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,663 | $4,207-60.5% | $3,722-55.3% | $4,837-65.6% |
| Participant deferral / active EE | $2,243 | $5,255-57.3% | $4,653-51.8% | $6,341-64.6% |
| Admin fee / account holder | $437 | $7,970-94.5% | $6,752-93.5% | $12,309-96.4% |