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 | $21,061 | $131,829-84.0% | $108,579-80.6% | $273,961-92.3% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 14.56% | -91.57%+106.1pp | -51.70%+66.3pp | 41.45%-26.9pp |
| Employer contribution / active EE | $1,340 | $4,912-72.7% | $3,758-64.3% | $4,869-72.5% |
| Participant deferral / active EE | $4,226 | $5,127-17.6% | $4,311-2.0% | $5,287-20.1% |
| Admin fee / account holder | $308 | $10,252-97.0% | $7,645-96.0% | $10,132-97.0% |