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 | $11,017 | $105,860-89.6% | $90,749-87.9% | $134,475-91.8% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.7%-31.2pp | 81.2%-36.8pp |
| Annual return | -9.11% | -11.01%+1.9pp | -12.16%+3.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,548 | $3,462-26.4% | $2,921-12.8% | $4,740-46.2% |
| Participant deferral / active EE | $7,036 | $5,216+34.9% | $4,564+54.2% | $6,400+9.9% |
| Admin fee / account holder | $242,976 | $13,938+1643.3% | $8,445+2777.3% | $11,426+2026.5% |