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 7-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 | $16,020 | $71,883-77.7% | $86,677-81.5% | $68,494-76.6% |
| Participation rate | 67.4% | 72.2%-4.8pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -17.55% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,860 | $2,173-14.4% | $2,836-34.4% | $2,596-28.4% |
| Participant deferral / active EE | $3,119 | $3,779-17.5% | $4,656-33.0% | $4,027-22.6% |
| Admin fee / account holder | $1,303 | $6,112-78.7% | $7,493-82.6% | $5,403-75.9% |