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 9-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 | $9,602 | $76,000-87.4% | $154,107-93.8% | $64,186-85.0% |
| Participation rate | 69.0% | 70.4%-1.4pp | 83.0%-14.0pp | 69.6%-0.5pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,273 | $3,351-62.0% | $5,298-76.0% | $2,381-46.5% |
| Participant deferral / active EE | $1,478 | $3,175-53.4% | $5,081-70.9% | $3,470-57.4% |
| Admin fee / account holder | $1,391 | $5,596-75.2% | $13,411-89.6% | $4,888-71.6% |