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 | $6,236 | $32,037-80.5% | $69,182-91.0% | $62,891-90.1% |
| Participation rate | 29.0% | 43.4%-14.4pp | 55.1%-26.1pp | 69.3%-40.3pp |
| Annual return | 5.67% | 15.16%-9.5pp | -21.93%+27.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $433 | $679-36.3% | $1,206-64.1% | $2,281-81.0% |
| Participant deferral / active EE | $586 | $1,185-50.5% | $1,897-69.1% | $3,203-81.7% |
| Admin fee / account holder | $937 | $2,608-64.1% | $2,697-65.2% | $4,296-78.2% |