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 | $14,295 | $77,813-81.6% | $123,544-88.4% | $64,186-77.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -5.06% | 12.48%-17.5pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,058 | $3,014-31.7% | $4,628-55.5% | $2,381-13.6% |
| Participant deferral / active EE | $3,918 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $570 | $5,519-89.7% | $9,284-93.9% | $4,888-88.3% |