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 | $8,343 | $76,000-89.0% | $154,107-94.6% | $64,186-87.0% |
| Participation rate | 32.7% | 70.4%-37.7pp | 83.0%-50.3pp | 69.6%-36.9pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $564 | $3,351-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $2,500 | $3,175-21.3% | $5,081-50.8% | $3,470-27.9% |
| Admin fee / account holder | $1,279 | $5,596-77.1% | $13,411-90.5% | $4,888-73.8% |