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 | $7,317 | $106,543-93.1% | $91,220-92.0% | $134,475-94.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -14.20% | 160.60%-174.8pp | 114.01%-128.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,519 | $3,331-54.4% | $2,850-46.7% | $4,740-68.0% |
| Participant deferral / active EE | $2,550 | $4,719-46.0% | $4,234-39.8% | $6,400-60.2% |
| Admin fee / account holder | $9,031 | $6,231+44.9% | $5,420+66.6% | $11,426-21.0% |