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 9-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 | $5,912 | $43,723-86.5% | $121,196-95.1% | $64,186-90.8% |
| Participation rate | 53.5% | 58.3%-4.8pp | 71.7%-18.3pp | 69.6%-16.1pp |
| Annual return | -7.71% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $791 | $1,296-39.0% | $4,022-80.3% | $2,381-66.8% |
| Participant deferral / active EE | $1,406 | $2,280-38.3% | $3,344-58.0% | $3,470-59.5% |
| Admin fee / account holder | $4,086 | $3,501+16.7% | $5,019-18.6% | $4,888-16.4% |