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 8-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 | $10,900 | $232,540-95.3% | $185,117-94.1% | $147,584-92.6% |
| Participation rate | 61.9% | 82.4%-20.4pp | 77.3%-15.4pp | 82.8%-20.9pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,860 | $5,195-64.2% | $4,182-55.5% | $4,876-61.9% |
| Participant deferral / active EE | $4,930 | $5,834-15.5% | $5,045-2.3% | $5,439-9.3% |
| Admin fee / account holder | $825 | $10,275-92.0% | $8,159-89.9% | $10,885-92.4% |