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 | $22,817 | $72,404-68.5% | $110,238-79.3% | $64,186-64.5% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | -6.23% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,455 | $2,282-36.2% | $3,826-62.0% | $2,381-38.9% |
| Participant deferral / active EE | $2,007 | $3,469-42.1% | $4,672-57.0% | $3,470-42.1% |
| Admin fee / account holder | $1,171 | $5,664-79.3% | $8,547-86.3% | $4,888-76.0% |