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 | $23,356 | $167,484-86.1% | $151,611-84.6% | $134,475-82.6% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -13.67% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,236 | $6,829-23.3% | $6,166-15.1% | $4,740+10.5% |
| Participant deferral / active EE | $6,896 | $8,986-23.3% | $8,363-17.5% | $6,400+7.8% |
| Admin fee / account holder | $25,048 | $13,783+81.7% | $11,616+115.6% | $11,426+119.2% |