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 | $12,334 | $64,707-80.9% | $112,228-89.0% | $68,494-82.0% |
| Participation rate | 68.2% | 67.2%+1.0pp | 75.1%-6.9pp | 67.9%+0.3pp |
| Annual return | -0.48% | -11.40%+10.9pp | 27.45%-27.9pp | -7.84%+7.4pp |
| Employer contribution / active EE | $2,258 | $2,746-17.8% | $3,635-37.9% | $2,596-13.0% |
| Participant deferral / active EE | $2,412 | $3,565-32.3% | $4,728-49.0% | $4,027-40.1% |
| Admin fee / account holder | $1,644 | $5,232-68.6% | $6,410-74.4% | $5,403-69.6% |