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 | $9,798 | $48,364-79.7% | $71,796-86.4% | $62,891-84.4% |
| Participation rate | 64.0% | 60.6%+3.4pp | 69.1%-5.1pp | 69.3%-5.3pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,313 | $1,042+122.0% | $1,924+20.2% | $2,281+1.4% |
| Participant deferral / active EE | $3,959 | $2,091+89.3% | $2,794+41.7% | $3,203+23.6% |
| Admin fee / account holder | $483 | $3,771-87.2% | $4,815-90.0% | $4,296-88.8% |