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 | $15,037 | $105,860-85.8% | $90,749-83.4% | $134,475-88.8% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -18.60% | -11.01%-7.6pp | -12.16%-6.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,812 | $5,216-46.1% | $4,564-38.4% | $6,400-56.1% |
| Admin fee / account holder | $950 | $13,938-93.2% | $8,445-88.8% | $11,426-91.7% |