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 | $12,000 | $50,958-76.5% | $74,550-83.9% | $64,186-81.3% |
| Participation rate | 42.7% | 61.1%-18.4pp | 69.1%-26.5pp | 69.6%-26.9pp |
| Annual return | -6.20% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $422 | $1,115-62.1% | $1,961-78.5% | $2,381-82.3% |
| Participant deferral / active EE | $1,112 | $2,301-51.7% | $3,108-64.2% | $3,470-68.0% |
| Admin fee / account holder | $513 | $4,223-87.8% | $5,060-89.9% | $4,888-89.5% |