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 | $18,234 | $152,651-88.1% | $105,218-82.7% | $125,391-85.5% |
| Participation rate | 66.7% | 81.5%-14.9pp | 77.2%-10.6pp | 83.2%-16.5pp |
| Annual return | -2.43% | 8.24%-10.7pp | 5.33%-7.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,078 | $4,802-35.9% | $3,255-5.4% | $4,866-36.7% |
| Participant deferral / active EE | $2,890 | $6,660-56.6% | $4,867-40.6% | $5,352-46.0% |
| Admin fee / account holder | $413 | $14,248-97.1% | $6,992-94.1% | $9,540-95.7% |