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 | $9,140 | $76,000-88.0% | $154,107-94.1% | $64,186-85.8% |
| Participation rate | 41.0% | 70.4%-29.4pp | 83.0%-42.1pp | 69.6%-28.6pp |
| Annual return | -3.63% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,054 | $3,175-66.8% | $5,081-79.3% | $3,470-69.6% |
| Admin fee / account holder | $7,341 | $5,596+31.2% | $13,411-45.3% | $4,888+50.2% |