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 | $12,929 | $47,944-73.0% | $67,834-80.9% | $62,891-79.4% |
| Participation rate | 57.4% | 61.1%-3.7pp | 68.8%-11.4pp | 69.3%-11.9pp |
| Annual return | 11.87% | 11.77%+0.1pp | 138.47%-126.6pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,180 | $1,562+39.6% | $2,403-9.3% | $2,281-4.4% |
| Participant deferral / active EE | $1,022 | $2,247-54.5% | $3,160-67.7% | $3,203-68.1% |
| Admin fee / account holder | $1,705 | $3,712-54.1% | $4,622-63.1% | $4,296-60.3% |