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 | $16,890 | $45,566-62.9% | $64,105-73.7% | $59,632-71.7% |
| Participation rate | 68.4% | 60.2%+8.2pp | 68.2%+0.2pp | 68.7%-0.3pp |
| Annual return | -2.11% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,281 | $934+37.1% | $1,820-29.6% | $2,203-41.8% |
| Participant deferral / active EE | $2,838 | $2,057+38.0% | $2,822+0.6% | $3,192-11.1% |
| Admin fee / account holder | $4,012 | $3,268+22.8% | $4,499-10.8% | $4,297-6.6% |