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 | $19,910 | $77,813-74.4% | $123,544-83.9% | $64,186-69.0% |
| Participation rate | 48.5% | 74.7%-26.2pp | 82.3%-33.8pp | 69.6%-21.1pp |
| Annual return | -7.76% | 12.48%-20.2pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,369 | $3,014-54.6% | $4,628-70.4% | $2,381-42.5% |
| Participant deferral / active EE | $2,363 | $5,240-54.9% | $6,426-63.2% | $3,470-31.9% |
| Admin fee / account holder | $905 | $5,519-83.6% | $9,284-90.3% | $4,888-81.5% |