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 9-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 | $13,243 | $138,044-90.4% | $125,339-89.4% | $134,475-90.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,815 | $5,243-46.3% | $4,814-41.5% | $4,740-40.6% |
| Participant deferral / active EE | $7,818 | $7,799+0.2% | $7,446+5.0% | $6,400+22.2% |
| Admin fee / account holder | $5,820 | $11,571-49.7% | $10,010-41.9% | $11,426-49.1% |