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 | $21,378 | $73,004-70.7% | $90,749-76.4% | $68,494-68.8% |
| Participation rate | 63.3% | 70.8%-7.5pp | 75.7%-12.4pp | 67.9%-4.6pp |
| Annual return | -13.53% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,187 | $2,193-45.9% | $2,921-59.4% | $2,596-54.3% |
| Participant deferral / active EE | $2,278 | $3,627-37.2% | $4,564-50.1% | $4,027-43.4% |
| Admin fee / account holder | $4,249 | $5,896-27.9% | $8,445-49.7% | $5,403-21.4% |