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 | $7,541 | $138,065-94.5% | $123,544-93.9% | $135,375-94.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -2.41% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,284 | $5,151-75.1% | $4,628-72.3% | $4,779-73.1% |
| Participant deferral / active EE | $3,072 | $6,799-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $18,027 | $10,916+65.1% | $9,284+94.2% | $10,827+66.5% |