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 5-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 | $15,144 | $56,357-73.1% | $104,294-85.5% | $68,494-77.9% |
| Participation rate | 56.4% | 63.3%-6.8pp | 73.3%-16.9pp | 67.9%-11.5pp |
| Annual return | -18.86% | -9.19%-9.7pp | 24.61%-43.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $753 | $1,960-61.6% | $3,372-77.7% | $2,596-71.0% |
| Participant deferral / active EE | $1,547 | $3,077-49.7% | $4,625-66.5% | $4,027-61.6% |
| Admin fee / account holder | $657 | $4,903-86.6% | $7,339-91.0% | $5,403-87.8% |