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 | $10,986 | $54,726-79.9% | $68,793-84.0% | $64,186-82.9% |
| Participation rate | 62.9% | 68.0%-5.2pp | 72.2%-9.4pp | 69.6%-6.7pp |
| Annual return | -6.48% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,499 | $1,846-18.8% | $2,625-42.9% | $2,381-37.1% |
| Participant deferral / active EE | $2,287 | $2,626-12.9% | $3,311-30.9% | $3,470-34.1% |
| Admin fee / account holder | $546 | $4,027-86.4% | $5,131-89.4% | $4,888-88.8% |