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 5-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 | $6,453 | $95,862-93.3% | $79,550-91.9% | $134,475-95.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -18.49% | -2.69%-15.8pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,742 | $3,128-44.3% | $2,413-27.8% | $4,740-63.2% |
| Participant deferral / active EE | $2,099 | $4,693-55.3% | $3,985-47.3% | $6,400-67.2% |
| Admin fee / account holder | $371 | $9,126-95.9% | $6,832-94.6% | $11,426-96.8% |