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 | $17,958 | $71,883-75.0% | $86,677-79.3% | $68,494-73.8% |
| Participation rate | 53.7% | 72.2%-18.6pp | 76.6%-22.9pp | 67.9%-14.2pp |
| Annual return | -7.42% | 3.52%-10.9pp | 35.91%-43.3pp | -7.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,762 | $3,779-53.4% | $4,656-62.2% | $4,027-56.3% |
| Admin fee / account holder | $1,335 | $6,112-78.2% | $7,493-82.2% | $5,403-75.3% |