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 | $8,911 | $138,065-93.5% | $123,544-92.8% | $135,375-93.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.01% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,489 | $5,151-71.1% | $4,628-67.8% | $4,779-68.8% |
| Participant deferral / active EE | $3,257 | $6,799-52.1% | $6,426-49.3% | $5,609-41.9% |
| Admin fee / account holder | $35,721 | $10,916+227.2% | $9,284+284.8% | $10,827+229.9% |