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 | $6,616 | $50,958-87.0% | $74,550-91.1% | $64,186-89.7% |
| Participation rate | 41.8% | 61.1%-19.3pp | 69.1%-27.4pp | 69.6%-27.8pp |
| Annual return | -6.90% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $467 | $1,115-58.1% | $1,961-76.2% | $2,381-80.4% |
| Participant deferral / active EE | $1,400 | $2,301-39.1% | $3,108-54.9% | $3,470-59.6% |
| Admin fee / account holder | $1,738 | $4,223-58.8% | $5,060-65.6% | $4,888-64.4% |