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 | $7,474 | $104,106-92.8% | $71,086-89.5% | $135,375-94.5% |
| Participation rate | 60.0% | 65.7%-5.7pp | 54.7%+5.3pp | 82.6%-22.6pp |
| Annual return | -8.14% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $432 | $1,485-70.9% | $1,088-60.2% | $4,779-91.0% |
| Participant deferral / active EE | $1,730 | $2,527-31.5% | $1,874-7.7% | $5,609-69.2% |
| Admin fee / account holder | $1,302 | $4,142-68.6% | $3,082-57.8% | $10,827-88.0% |