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 6-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 | $9,516 | $133,958-92.9% | $112,228-91.5% | $134,475-92.9% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.1%-27.4pp | 81.2%-33.6pp |
| Annual return | -19.34% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,510 | $4,038-62.6% | $3,635-58.5% | $4,740-68.1% |
| Participant deferral / active EE | $2,153 | $5,291-59.3% | $4,728-54.5% | $6,400-66.4% |
| Admin fee / account holder | $668 | $7,489-91.1% | $6,410-89.6% | $11,426-94.2% |