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 | $19,583 | $62,586-68.7% | $76,768-74.5% | $64,186-69.5% |
| Participation rate | 57.1% | 72.8%-15.7pp | 77.0%-19.8pp | 69.6%-12.4pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,023 | $1,832-44.2% | $2,485-58.8% | $2,381-57.0% |
| Participant deferral / active EE | $2,893 | $3,145-8.0% | $3,852-24.9% | $3,470-16.6% |
| Admin fee / account holder | $1,799 | $4,667-61.4% | $6,675-73.0% | $4,888-63.2% |