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 8-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 | $15,847 | $71,883-78.0% | $86,677-81.7% | $68,494-76.9% |
| Participation rate | 44.7% | 72.2%-27.5pp | 76.6%-31.8pp | 67.9%-23.2pp |
| Annual return | -10.85% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,041 | $2,173-52.1% | $2,836-63.3% | $2,596-59.9% |
| Participant deferral / active EE | $1,997 | $3,779-47.2% | $4,656-57.1% | $4,027-50.4% |
| Admin fee / account holder | $5,449 | $6,112-10.8% | $7,493-27.3% | $5,403+0.9% |