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 | $11,892 | $76,000-84.4% | $154,107-92.3% | $64,186-81.5% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -7.83% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $870 | $3,351-74.0% | $5,298-83.6% | $2,381-63.4% |
| Participant deferral / active EE | $1,150 | $3,175-63.8% | $5,081-77.4% | $3,470-66.9% |
| Admin fee / account holder | $1,601 | $5,596-71.4% | $13,411-88.1% | $4,888-67.2% |