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 9-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 | $14,788 | $53,018-72.1% | $70,014-78.9% | $62,891-76.5% |
| Participation rate | 66.7% | 67.2%-0.5pp | 71.8%-5.1pp | 69.3%-2.6pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,237 | $1,799+24.4% | $2,338-4.3% | $2,281-1.9% |
| Participant deferral / active EE | $3,340 | $2,395+39.4% | $2,931+14.0% | $3,203+4.3% |
| Admin fee / account holder | $9,566 | $3,690+159.3% | $4,380+118.4% | $4,296+122.7% |