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 | $18,148 | $71,883-74.8% | $86,677-79.1% | $68,494-73.5% |
| Participation rate | 65.1% | 72.2%-7.1pp | 76.6%-11.5pp | 67.9%-2.8pp |
| Annual return | -18.38% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,514 | $2,173-30.3% | $2,836-46.6% | $2,596-41.7% |
| Participant deferral / active EE | $3,580 | $3,779-5.3% | $4,656-23.1% | $4,027-11.1% |
| Admin fee / account holder | $8,552 | $6,112+39.9% | $7,493+14.1% | $5,403+58.3% |