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 | $13,958 | $73,004-80.9% | $90,749-84.6% | $68,494-79.6% |
| Participation rate | 67.4% | 70.8%-3.4pp | 75.7%-8.3pp | 67.9%-0.5pp |
| Annual return | -18.12% | -13.81%-4.3pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $846 | $2,193-61.4% | $2,921-71.0% | $2,596-67.4% |
| Participant deferral / active EE | $1,726 | $3,627-52.4% | $4,564-62.2% | $4,027-57.1% |
| Admin fee / account holder | $841 | $5,896-85.7% | $8,445-90.0% | $5,403-84.4% |