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 | $5,624 | $45,152-87.5% | $73,843-92.4% | $59,632-90.6% |
| Participation rate | 58.6% | 64.0%-5.4pp | 73.4%-14.8pp | 68.7%-10.1pp |
| Annual return | -2.18% | 27.40%-29.6pp | 2267.84%-2270.0pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $716 | $1,902-62.3% | $2,787-74.3% | $2,203-67.5% |
| Participant deferral / active EE | $762 | $2,574-70.4% | $3,583-78.7% | $3,192-76.1% |
| Admin fee / account holder | $1,767 | $3,516-49.7% | $4,880-63.8% | $4,297-58.9% |