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 | $12,371 | $44,850-72.4% | $60,547-79.6% | $59,632-79.3% |
| Participation rate | 42.5% | 59.5%-17.0pp | 68.0%-25.5pp | 68.7%-26.2pp |
| Annual return | -2.46% | 1074.14%-1076.6pp | 335.64%-338.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $972 | $1,462-33.5% | $2,419-59.8% | $2,203-55.9% |
| Participant deferral / active EE | $1,726 | $2,230-22.6% | $3,328-48.1% | $3,192-45.9% |
| Admin fee / account holder | $2,664 | $3,635-26.7% | $4,536-41.3% | $4,297-38.0% |