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 | $13,277 | $52,836-74.9% | $105,738-87.4% | $64,186-79.3% |
| Participation rate | 52.7% | 66.5%-13.8pp | 76.3%-23.6pp | 69.6%-16.8pp |
| Annual return | -4.65% | 14.30%-18.9pp | 6.27%-10.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $767 | $1,827-58.0% | $3,268-76.5% | $2,381-67.8% |
| Participant deferral / active EE | $1,203 | $2,545-52.7% | $4,080-70.5% | $3,470-65.3% |
| Admin fee / account holder | $2,805 | $3,959-29.1% | $6,913-59.4% | $4,888-42.6% |