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 | $25,303 | $160,055-84.2% | $140,016-81.9% | $135,375-81.3% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.5%-32.5pp | 82.6%-27.6pp |
| Annual return | -5.35% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,528 | $6,420-76.2% | $5,606-72.7% | $4,779-68.0% |
| Participant deferral / active EE | $5,339 | $7,642-30.1% | $6,927-22.9% | $5,609-4.8% |
| Admin fee / account holder | $8,217 | $13,328-38.3% | $10,705-23.2% | $10,827-24.1% |