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 | $13,619 | $75,828-82.0% | $147,614-90.8% | $59,632-77.2% |
| Participation rate | 56.0% | 71.6%-15.5pp | 84.6%-28.6pp | 68.7%-12.6pp |
| Annual return | -0.55% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $478 | $3,485-86.3% | $5,564-91.4% | $2,203-78.3% |
| Participant deferral / active EE | $1,279 | $3,130-59.1% | $4,895-73.9% | $3,192-59.9% |
| Admin fee / account holder | $2,032 | $5,985-66.0% | $11,611-82.5% | $4,297-52.7% |