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 | $21,273 | $62,586-66.0% | $76,768-72.3% | $64,186-66.9% |
| Participation rate | 48.6% | 72.8%-24.2pp | 77.0%-28.3pp | 69.6%-20.9pp |
| Annual return | -3.49% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,065 | $3,145-34.3% | $3,852-46.4% | $3,470-40.5% |
| Admin fee / account holder | $13,577 | $4,667+190.9% | $6,675+103.4% | $4,888+177.8% |