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 | $10,991 | $64,707-83.0% | $112,228-90.2% | $68,494-84.0% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $987 | $2,746-64.0% | $3,635-72.8% | $2,596-62.0% |
| Participant deferral / active EE | $1,899 | $3,565-46.7% | $4,728-59.8% | $4,027-52.9% |
| Admin fee / account holder | $6,222 | $5,232+18.9% | $6,410-2.9% | $5,403+15.2% |