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 | $10,323 | $50,958-79.7% | $74,550-86.2% | $64,186-83.9% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -0.71% | -1.86%+1.1pp | 32.53%-33.2pp | 7.63%-8.3pp |
| Employer contribution / active EE | $379 | $1,115-66.0% | $1,961-80.7% | $2,381-84.1% |
| Participant deferral / active EE | $1,685 | $2,301-26.8% | $3,108-45.8% | $3,470-51.4% |
| Admin fee / account holder | $1,111 | $4,223-73.7% | $5,060-78.1% | $4,888-77.3% |