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 | $26,306 | $91,538-71.3% | $129,995-79.8% | $75,163-65.0% |
| Participation rate | 62.1% | 71.4%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 16.73% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,532 | $2,845-46.1% | $4,320-64.5% | $2,670-42.6% |
| Participant deferral / active EE | $2,532 | $4,341-41.7% | $5,820-56.5% | $4,125-38.6% |
| Admin fee / account holder | $759 | $6,790-88.8% | $10,614-92.9% | $5,651-86.6% |