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 | $16,019 | $77,813-79.4% | $123,544-87.0% | $64,186-75.0% |
| Participation rate | 41.8% | 74.7%-32.9pp | 82.3%-40.5pp | 69.6%-27.8pp |
| Annual return | -1.83% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,876 | $3,014-37.8% | $4,628-59.5% | $2,381-21.2% |
| Participant deferral / active EE | $3,932 | $5,240-25.0% | $6,426-38.8% | $3,470+13.3% |
| Admin fee / account holder | $4,677 | $5,519-15.3% | $9,284-49.6% | $4,888-4.3% |