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 | $10,256 | $39,798-74.2% | $67,711-84.9% | $59,632-82.8% |
| Participation rate | 49.0% | 57.4%-8.4pp | 67.5%-18.5pp | 68.7%-19.7pp |
| Annual return | -2.84% | 89.94%-92.8pp | 25.41%-28.2pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,085 | $2,335-53.5% | $3,585-69.7% | $3,192-66.0% |
| Admin fee / account holder | $689 | $3,212-78.5% | $4,255-83.8% | $4,297-84.0% |