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 5-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 | $20,132 | $84,487-76.2% | $125,339-83.9% | $66,914-69.9% |
| Participation rate | 63.8% | 76.4%-12.6pp | 82.4%-18.6pp | 69.8%-6.0pp |
| Annual return | 11.85% | -8.39%+20.2pp | 572.05%-560.2pp | 1.58%+10.3pp |
| Employer contribution / active EE | $3,027 | $3,553-14.8% | $4,814-37.1% | $2,544+19.0% |
| Participant deferral / active EE | $6,995 | $6,781+3.2% | $7,446-6.1% | $4,237+65.1% |
| Admin fee / account holder | $2,258 | $685+229.6% | $10,010-77.4% | $593+280.5% |