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 | $11,472 | $57,354-80.0% | $83,848-86.3% | $64,186-82.1% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -5.51% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,009 | $2,545-60.4% | $3,631-72.2% | $2,381-57.6% |
| Participant deferral / active EE | $2,109 | $2,993-29.5% | $4,082-48.3% | $3,470-39.2% |
| Admin fee / account holder | $1,221 | $4,046-69.8% | $5,478-77.7% | $4,888-75.0% |