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 | $18,454 | $77,813-76.3% | $123,544-85.1% | $64,186-71.2% |
| Participation rate | 42.9% | 74.7%-31.9pp | 82.3%-39.4pp | 69.6%-26.7pp |
| Annual return | -2.78% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,649 | $3,014-45.3% | $4,628-64.4% | $2,381-30.7% |
| Participant deferral / active EE | $5,788 | $5,240+10.5% | $6,426-9.9% | $3,470+66.8% |
| Admin fee / account holder | $19,816 | $5,519+259.1% | $9,284+113.4% | $4,888+305.4% |