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 6-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 | $19,963 | $110,094-81.9% | $151,611-86.8% | $68,494-70.9% |
| Participation rate | 68.6% | 84.0%-15.3pp | 87.5%-18.9pp | 67.9%+0.7pp |
| Annual return | 10.32% | -10.12%+20.4pp | 3.33%+7.0pp | -7.84%+18.2pp |
| Employer contribution / active EE | $2,395 | $4,471-46.4% | $6,166-61.2% | $2,596-7.8% |
| Participant deferral / active EE | $6,415 | $6,527-1.7% | $8,363-23.3% | $4,027+59.3% |
| Admin fee / account holder | $2,069 | $7,719-73.2% | $11,616-82.2% | $5,403-61.7% |