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 | $8,311 | $54,350-84.7% | $82,719-90.0% | $68,494-87.9% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -19.22% | -13.67%-5.5pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $866 | $2,218-61.0% | $3,009-71.2% | $2,596-66.7% |
| Participant deferral / active EE | $1,192 | $3,246-63.3% | $4,395-72.9% | $4,027-70.4% |
| Admin fee / account holder | $868 | $4,395-80.2% | $5,329-83.7% | $5,403-83.9% |