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 | $20,072 | $67,411-70.2% | $91,001-77.9% | $70,131-71.4% |
| Participation rate | 27.6% | 71.4%-43.8pp | 75.6%-48.0pp | 69.5%-42.0pp |
| Annual return | 21.23% | -40.16%+61.4pp | 4.60%+16.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $493 | $1,786-72.4% | $2,456-79.9% | $2,342-78.9% |
| Participant deferral / active EE | $2,217 | $2,823-21.5% | $3,547-37.5% | $3,332-33.5% |
| Admin fee / account holder | $3,694 | $4,236-12.8% | $5,417-31.8% | $4,645-20.5% |