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 | $12,898 | $56,199-77.0% | $67,652-80.9% | $59,632-78.4% |
| Participation rate | 69.4% | 71.5%-2.1pp | 75.7%-6.3pp | 68.7%+0.7pp |
| Annual return | -2.20% | 18505.31%-18507.5pp | 6625.04%-6627.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,247 | $1,614-22.8% | $2,266-45.0% | $2,203-43.4% |
| Participant deferral / active EE | $1,506 | $2,844-47.0% | $3,560-57.7% | $3,192-52.8% |
| Admin fee / account holder | $1,433 | $3,958-63.8% | $4,821-70.3% | $4,297-66.6% |