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 | $12,308 | $211,958-94.2% | $169,463-92.7% | $135,375-90.9% |
| Participation rate | 64.3% | 82.6%-18.3pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -6.49% | 3.26%-9.8pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,814 | $5,120-64.6% | $4,159-56.4% | $4,779-62.0% |
| Participant deferral / active EE | $2,640 | $6,075-56.5% | $5,277-50.0% | $5,609-52.9% |
| Admin fee / account holder | $3,914 | $11,471-65.9% | $9,109-57.0% | $10,827-63.8% |