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 | $9,640 | $107,791-91.1% | $90,645-89.4% | $135,375-92.9% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -4.49% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $890 | $3,018-70.5% | $2,532-64.9% | $4,779-81.4% |
| Participant deferral / active EE | $2,589 | $3,872-33.1% | $3,425-24.4% | $5,609-53.8% |
| Admin fee / account holder | $16,109 | $5,930+171.7% | $4,994+222.6% | $10,827+48.8% |