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 | $10,451 | $138,065-92.4% | $123,544-91.5% | $135,375-92.3% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -6.18% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,283 | $5,151-55.7% | $4,628-50.7% | $4,779-52.2% |
| Participant deferral / active EE | $2,817 | $6,799-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $4,879 | $10,916-55.3% | $9,284-47.4% | $10,827-54.9% |