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 | $22,761 | $131,829-82.7% | $108,579-79.0% | $273,961-91.7% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 5.52% | -91.57%+97.1pp | -51.70%+57.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,110 | $4,912-77.4% | $3,758-70.5% | $4,869-77.2% |
| Participant deferral / active EE | $1,833 | $5,127-64.3% | $4,311-57.5% | $5,287-65.3% |
| Admin fee / account holder | $4,781 | $10,252-53.4% | $7,645-37.5% | $10,132-52.8% |