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 | $11,961 | $50,958-76.5% | $74,550-84.0% | $64,186-81.4% |
| Participation rate | 41.8% | 61.1%-19.3pp | 69.1%-27.4pp | 69.6%-27.8pp |
| Annual return | -6.72% | -1.86%-4.9pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,314 | $1,115+17.8% | $1,961-33.0% | $2,381-44.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,166 | $4,223-72.4% | $5,060-76.9% | $4,888-76.1% |