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 | $16,213 | $71,883-77.4% | $86,677-81.3% | $68,494-76.3% |
| Participation rate | 55.9% | 72.2%-16.4pp | 76.6%-20.7pp | 67.9%-12.0pp |
| Annual return | 8.80% | 3.52%+5.3pp | 35.91%-27.1pp | -7.84%+16.6pp |
| Employer contribution / active EE | $755 | $2,173-65.2% | $2,836-73.4% | $2,596-70.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,334 | $6,112-78.2% | $7,493-82.2% | $5,403-75.3% |