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 | $14,525 | $52,681-72.4% | $75,781-80.8% | $59,632-75.6% |
| Participation rate | 68.1% | 67.2%+0.9pp | 75.8%-7.7pp | 68.7%-0.6pp |
| Annual return | -0.13% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $711 | $2,193-67.6% | $3,323-78.6% | $2,203-67.7% |
| Participant deferral / active EE | $1,660 | $2,591-35.9% | $3,651-54.5% | $3,192-48.0% |
| Admin fee / account holder | $1,963 | $3,610-45.6% | $5,299-63.0% | $4,297-54.3% |