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 | $16,357 | $82,630-80.2% | $64,105-74.5% | $125,391-87.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -0.53% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $823 | $2,671-69.2% | $1,820-54.8% | $4,866-83.1% |
| Participant deferral / active EE | $1,163 | $3,608-67.8% | $2,822-58.8% | $5,352-78.3% |
| Admin fee / account holder | $1,303 | $6,382-79.6% | $4,499-71.0% | $9,540-86.3% |