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 | $21,645 | $71,883-69.9% | $86,677-75.0% | $68,494-68.4% |
| Participation rate | 67.1% | 72.2%-5.1pp | 76.6%-9.5pp | 67.9%-0.8pp |
| Annual return | -17.44% | 3.52%-21.0pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,635 | $2,173-24.8% | $2,836-42.4% | $2,596-37.0% |
| Participant deferral / active EE | $3,422 | $3,779-9.4% | $4,656-26.5% | $4,027-15.0% |
| Admin fee / account holder | $2,143 | $6,112-64.9% | $7,493-71.4% | $5,403-60.3% |