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 | $10,686 | $49,177-78.3% | $79,464-86.6% | $64,186-83.4% |
| Participation rate | 47.1% | 65.0%-18.0pp | 73.3%-26.3pp | 69.6%-22.5pp |
| Annual return | -0.49% | -1.16%+0.7pp | 718.14%-718.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $333 | $2,076-84.0% | $2,800-88.1% | $2,381-86.0% |
| Participant deferral / active EE | $2,826 | $2,821+0.2% | $3,704-23.7% | $3,470-18.6% |
| Admin fee / account holder | $9,595 | $3,839+150.0% | $5,113+87.7% | $4,888+96.3% |