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 8-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 | $15,075 | $64,707-76.7% | $112,228-86.6% | $68,494-78.0% |
| Participation rate | 65.8% | 67.2%-1.4pp | 75.1%-9.3pp | 67.9%-2.1pp |
| Annual return | -14.27% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $808 | $2,746-70.6% | $3,635-77.8% | $2,596-68.9% |
| Participant deferral / active EE | $2,371 | $3,565-33.5% | $4,728-49.9% | $4,027-41.1% |
| Admin fee / account holder | $798 | $5,232-84.7% | $6,410-87.6% | $5,403-85.2% |