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 | $17,591 | $72,177-75.6% | $115,037-84.7% | $59,632-70.5% |
| Participation rate | 56.3% | 72.6%-16.3pp | 81.4%-25.1pp | 68.7%-12.4pp |
| Annual return | 0.51% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,423 | $2,841-14.7% | $4,608-47.4% | $2,203+10.0% |
| Participant deferral / active EE | $2,203 | $4,783-53.9% | $6,026-63.4% | $3,192-31.0% |
| Admin fee / account holder | $4,248 | $4,927-13.8% | $8,175-48.0% | $4,297-1.1% |