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 | $14,423 | $67,411-78.6% | $91,001-84.2% | $70,131-79.4% |
| Participation rate | 56.3% | 71.4%-15.1pp | 75.6%-19.4pp | 69.5%-13.3pp |
| Annual return | 19.70% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $421 | $1,786-76.4% | $2,456-82.8% | $2,342-82.0% |
| Participant deferral / active EE | $1,909 | $2,823-32.4% | $3,547-46.2% | $3,332-42.7% |
| Admin fee / account holder | $525 | $4,236-87.6% | $5,417-90.3% | $4,645-88.7% |