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 9-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 | $11,604 | $67,411-82.8% | $91,001-87.2% | $70,131-83.5% |
| Participation rate | 68.8% | 71.4%-2.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 26.33% | -40.16%+66.5pp | 4.60%+21.7pp | 73.14%-46.8pp |
| Employer contribution / active EE | $852 | $1,786-52.3% | $2,456-65.3% | $2,342-63.6% |
| Participant deferral / active EE | $1,514 | $2,823-46.4% | $3,547-57.3% | $3,332-54.6% |
| Admin fee / account holder | $2,788 | $4,236-34.2% | $5,417-48.5% | $4,645-40.0% |