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 | $19,210 | $67,411-71.5% | $91,001-78.9% | $70,131-72.6% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 18.50% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $929 | $1,786-48.0% | $2,456-62.2% | $2,342-60.3% |
| Participant deferral / active EE | $1,941 | $2,823-31.2% | $3,547-45.3% | $3,332-41.7% |
| Admin fee / account holder | $1,483 | $4,236-65.0% | $5,417-72.6% | $4,645-68.1% |