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 | $16,614 | $131,829-87.4% | $108,579-84.7% | $273,961-93.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 9.44% | -91.57%+101.0pp | -51.70%+61.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,339 | $4,912-72.7% | $3,758-64.4% | $4,869-72.5% |
| Participant deferral / active EE | $2,493 | $5,127-51.4% | $4,311-42.2% | $5,287-52.8% |
| Admin fee / account holder | $3,867 | $10,252-62.3% | $7,645-49.4% | $10,132-61.8% |