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 | $12,028 | $95,971-87.5% | $74,550-83.9% | $135,375-91.1% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -6.78% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $938 | $2,716-65.5% | $1,961-52.2% | $4,779-80.4% |
| Participant deferral / active EE | $1,593 | $3,843-58.6% | $3,108-48.7% | $5,609-71.6% |
| Admin fee / account holder | $948 | $6,522-85.5% | $5,060-81.3% | $10,827-91.2% |