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 | $11,280 | $50,958-77.9% | $74,550-84.9% | $64,186-82.4% |
| Participation rate | 13.0% | 61.1%-48.0pp | 69.1%-56.1pp | 69.6%-56.5pp |
| Annual return | -5.02% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,725 | $1,115+54.7% | $1,961-12.0% | $2,381-27.5% |
| Participant deferral / active EE | $2,415 | $2,301+4.9% | $3,108-22.3% | $3,470-30.4% |
| Admin fee / account holder | $3,450 | $4,223-18.3% | $5,060-31.8% | $4,888-29.4% |