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 | $10,833 | $46,674-76.8% | $117,472-90.8% | $68,494-84.2% |
| Participation rate | 66.1% | 56.8%+9.3pp | 70.6%-4.5pp | 67.9%-1.8pp |
| Annual return | -14.63% | -14.52%-0.1pp | 29.74%-44.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $848 | $1,505-43.6% | $4,176-79.7% | $2,596-67.3% |
| Participant deferral / active EE | $1,881 | $2,636-28.6% | $4,070-53.8% | $4,027-53.3% |
| Admin fee / account holder | $679 | $4,020-83.1% | $5,645-88.0% | $5,403-87.4% |