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 5-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 | $21,208 | $71,883-70.5% | $86,677-75.5% | $68,494-69.0% |
| Participation rate | 64.9% | 72.2%-7.4pp | 76.6%-11.7pp | 67.9%-3.0pp |
| Annual return | -14.96% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,136 | $2,173-1.7% | $2,836-24.7% | $2,596-17.7% |
| Participant deferral / active EE | $3,619 | $3,779-4.2% | $4,656-22.3% | $4,027-10.1% |
| Admin fee / account holder | $771 | $6,112-87.4% | $7,493-89.7% | $5,403-85.7% |