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 | $8,142 | $95,416-91.5% | $185,823-95.6% | $85,850-90.5% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $664 | $3,314-80.0% | $5,167-87.1% | $2,565-74.1% |
| Participant deferral / active EE | $1,094 | $3,423-68.1% | $5,568-80.4% | $3,952-72.3% |
| Admin fee / account holder | $1,232 | $7,213-82.9% | $16,237-92.4% | $6,260-80.3% |