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 | $16,669 | $167,307-90.0% | $143,757-88.4% | $134,475-87.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -8.41% | 0.46%-8.9pp | -0.04%-8.4pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,931 | $5,619-65.6% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $5,365 | $6,446-16.8% | $5,637-4.8% | $6,400-16.2% |
| Admin fee / account holder | $24,014 | $18,088+32.8% | $14,673+63.7% | $11,426+110.2% |