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 | $16,306 | $67,411-75.8% | $91,001-82.1% | $70,131-76.7% |
| Participation rate | 54.1% | 71.4%-17.2pp | 75.6%-21.5pp | 69.5%-15.4pp |
| Annual return | 18.01% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $890 | $1,786-50.2% | $2,456-63.8% | $2,342-62.0% |
| Participant deferral / active EE | $1,737 | $2,823-38.5% | $3,547-51.0% | $3,332-47.9% |
| Admin fee / account holder | $1,491 | $4,236-64.8% | $5,417-72.5% | $4,645-67.9% |