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 | $6,973 | $75,935-90.8% | $60,547-88.5% | $125,391-94.4% |
| Participation rate | 30.0% | 76.5%-46.5pp | 68.0%-38.0pp | 83.2%-53.2pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,291 | $3,438-62.5% | $2,419-46.7% | $4,866-73.5% |
| Participant deferral / active EE | $2,979 | $4,506-33.9% | $3,328-10.5% | $5,352-44.3% |
| Admin fee / account holder | $6,938 | $6,768+2.5% | $4,536+52.9% | $9,540-27.3% |