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 | $10,879 | $76,000-85.7% | $154,107-92.9% | $64,186-83.1% |
| Participation rate | 41.7% | 70.4%-28.7pp | 83.0%-41.4pp | 69.6%-27.9pp |
| Annual return | -4.99% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $613 | $3,351-81.7% | $5,298-88.4% | $2,381-74.2% |
| Participant deferral / active EE | $1,091 | $3,175-65.6% | $5,081-78.5% | $3,470-68.6% |
| Admin fee / account holder | $2,464 | $5,596-56.0% | $13,411-81.6% | $4,888-49.6% |