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 | $15,913 | $158,817-90.0% | $121,196-86.9% | $135,375-88.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | 0.44% | -0.64%+1.1pp | 16.93%-16.5pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,451 | $5,665-56.7% | $4,022-39.0% | $4,779-48.7% |
| Participant deferral / active EE | $1,626 | $4,005-59.4% | $3,344-51.4% | $5,609-71.0% |
| Admin fee / account holder | $7,337 | $6,512+12.7% | $5,019+46.2% | $10,827-32.2% |