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 | $20,377 | $73,004-72.1% | $90,749-77.5% | $68,494-70.3% |
| Participation rate | 69.8% | 70.8%-1.0pp | 75.7%-5.9pp | 67.9%+2.0pp |
| Annual return | -17.17% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,262 | $2,193-42.4% | $2,921-56.8% | $2,596-51.4% |
| Participant deferral / active EE | $1,994 | $3,627-45.0% | $4,564-56.3% | $4,027-50.5% |
| Admin fee / account holder | $1,131 | $5,896-80.8% | $8,445-86.6% | $5,403-79.1% |