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 | $12,652 | $50,199-74.8% | $70,092-81.9% | $66,914-81.1% |
| Participation rate | 68.5% | 66.3%+2.1pp | 70.5%-2.0pp | 69.8%-1.3pp |
| Annual return | -3.66% | -13.85%+10.2pp | 190.73%-194.4pp | 1.58%-5.2pp |
| Employer contribution / active EE | $1,155 | $1,864-38.0% | $2,559-54.9% | $2,544-54.6% |
| Participant deferral / active EE | $1,568 | $3,112-49.6% | $3,849-59.3% | $4,237-63.0% |
| Admin fee / account holder | $1,046 | $600+74.5% | $6,267-83.3% | $593+76.4% |