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 | $22,923 | $62,586-63.4% | $76,768-70.1% | $64,186-64.3% |
| Participation rate | 53.6% | 72.8%-19.2pp | 77.0%-23.4pp | 69.6%-16.0pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $783 | $1,832-57.2% | $2,485-68.5% | $2,381-67.1% |
| Participant deferral / active EE | $1,495 | $3,145-52.4% | $3,852-61.2% | $3,470-56.9% |
| Admin fee / account holder | $5,128 | $4,667+9.9% | $6,675-23.2% | $4,888+4.9% |