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 | $10,633 | $76,000-86.0% | $154,107-93.1% | $64,186-83.4% |
| Participation rate | 57.5% | 70.4%-12.9pp | 83.0%-25.5pp | 69.6%-12.1pp |
| Annual return | -3.04% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $814 | $3,351-75.7% | $5,298-84.6% | $2,381-65.8% |
| Participant deferral / active EE | $1,215 | $3,175-61.7% | $5,081-76.1% | $3,470-65.0% |
| Admin fee / account holder | $8,690 | $5,596+55.3% | $13,411-35.2% | $4,888+77.8% |