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 9-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 | $13,709 | $50,958-73.1% | $74,550-81.6% | $64,186-78.6% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.1%-6.2pp | 69.6%-6.6pp |
| Annual return | -5.73% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $758 | $1,115-32.0% | $1,961-61.3% | $2,381-68.1% |
| Participant deferral / active EE | $1,468 | $2,301-36.2% | $3,108-52.8% | $3,470-57.7% |
| Admin fee / account holder | $5,029 | $4,223+19.1% | $5,060-0.6% | $4,888+2.9% |