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 | $19,447 | $77,813-75.0% | $123,544-84.3% | $64,186-69.7% |
| Participation rate | 61.4% | 74.7%-13.3pp | 82.3%-20.9pp | 69.6%-8.2pp |
| Annual return | -6.34% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,223 | $3,014-59.4% | $4,628-73.6% | $2,381-48.6% |
| Participant deferral / active EE | $2,615 | $5,240-50.1% | $6,426-59.3% | $3,470-24.6% |
| Admin fee / account holder | $759 | $5,519-86.2% | $9,284-91.8% | $4,888-84.5% |