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 | $16,970 | $64,707-73.8% | $112,228-84.9% | $68,494-75.2% |
| Participation rate | 68.9% | 67.2%+1.7pp | 75.1%-6.2pp | 67.9%+1.0pp |
| Annual return | -15.34% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,480 | $2,746-46.1% | $3,635-59.3% | $2,596-43.0% |
| Participant deferral / active EE | $3,163 | $3,565-11.3% | $4,728-33.1% | $4,027-21.5% |
| Admin fee / account holder | $437 | $5,232-91.6% | $6,410-93.2% | $5,403-91.9% |