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 | $5,222 | $76,000-93.1% | $154,107-96.6% | $64,186-91.9% |
| Participation rate | 57.3% | 70.4%-13.1pp | 83.0%-25.7pp | 69.6%-12.3pp |
| Annual return | -5.33% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $458 | $3,351-86.3% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $1,420 | $3,175-55.3% | $5,081-72.0% | $3,470-59.1% |
| Admin fee / account holder | $952 | $5,596-83.0% | $13,411-92.9% | $4,888-80.5% |