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 | $8,689 | $95,971-90.9% | $74,550-88.3% | $135,375-93.6% |
| Participation rate | 52.4% | 75.7%-23.3pp | 69.1%-16.8pp | 82.6%-30.3pp |
| Annual return | -7.86% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $400 | $2,716-85.3% | $1,961-79.6% | $4,779-91.6% |
| Participant deferral / active EE | $1,171 | $3,843-69.5% | $3,108-62.3% | $5,609-79.1% |
| Admin fee / account holder | $1,990 | $6,522-69.5% | $5,060-60.7% | $10,827-81.6% |