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 3-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 | $7,129 | $84,527-91.6% | $67,711-89.5% | $125,391-94.3% |
| Participation rate | 25.0% | 74.8%-49.8pp | 67.5%-42.5pp | 83.2%-58.2pp |
| Annual return | 3.17% | 2.57%+0.6pp | 25.41%-22.2pp | 282.22%-279.1pp |
| Employer contribution / active EE | $8,936 | $3,292+171.5% | $2,559+249.2% | $4,866+83.6% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $61,283 | $5,340+1047.7% | $4,255+1340.4% | $9,540+542.3% |