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 | $23,065 | $67,411-65.8% | $91,001-74.7% | $70,131-67.1% |
| Participation rate | 68.2% | 71.4%-3.2pp | 75.6%-7.4pp | 69.5%-1.4pp |
| Annual return | 14.32% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $934 | $1,786-47.7% | $2,456-62.0% | $2,342-60.1% |
| Participant deferral / active EE | $1,998 | $2,823-29.2% | $3,547-43.7% | $3,332-40.0% |
| Admin fee / account holder | $1,972 | $4,236-53.5% | $5,417-63.6% | $4,645-57.6% |