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 | $19,356 | $67,411-71.3% | $91,001-78.7% | $70,131-72.4% |
| Participation rate | 54.0% | 71.4%-17.4pp | 75.6%-21.6pp | 69.5%-15.5pp |
| Annual return | 14.45% | -40.16%+54.6pp | 4.60%+9.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $458 | $1,786-74.4% | $2,456-81.3% | $2,342-80.4% |
| Participant deferral / active EE | $1,230 | $2,823-56.4% | $3,547-65.3% | $3,332-63.1% |
| Admin fee / account holder | $495 | $4,236-88.3% | $5,417-90.9% | $4,645-89.4% |