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 | $10,253 | $49,177-79.2% | $79,464-87.1% | $64,186-84.0% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.6%-4.2pp |
| Annual return | -2.98% | -1.16%-1.8pp | 718.14%-721.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $669 | $2,076-67.8% | $2,800-76.1% | $2,381-71.9% |
| Participant deferral / active EE | $1,010 | $2,821-64.2% | $3,704-72.7% | $3,470-70.9% |
| Admin fee / account holder | $3,246 | $3,839-15.5% | $5,113-36.5% | $4,888-33.6% |