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 | $5,054 | $107,791-95.3% | $90,645-94.4% | $135,375-96.3% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -5.16% | -0.90%-4.3pp | 1.88%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,668 | $3,018-44.7% | $2,532-34.1% | $4,779-65.1% |
| Participant deferral / active EE | $11,749 | $3,872+203.4% | $3,425+243.1% | $5,609+109.5% |
| Admin fee / account holder | $47,942 | $5,930+708.5% | $4,994+860.0% | $10,827+342.8% |