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 7-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 | $18,800 | $113,935-83.5% | $94,224-80.0% | $125,391-85.0% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | -0.01% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $882 | $4,727-81.4% | $3,587-75.4% | $4,866-81.9% |
| Participant deferral / active EE | $1,710 | $5,179-67.0% | $4,320-60.4% | $5,352-68.0% |
| Admin fee / account holder | $1,353 | $8,391-83.9% | $6,269-78.4% | $9,540-85.8% |