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 | $6,279 | $107,791-94.2% | $90,645-93.1% | $135,375-95.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -4.66% | -0.90%-3.8pp | 1.88%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $791 | $3,018-73.8% | $2,532-68.8% | $4,779-83.5% |
| Participant deferral / active EE | $1,833 | $3,872-52.7% | $3,425-46.5% | $5,609-67.3% |
| Admin fee / account holder | $414 | $5,930-93.0% | $4,994-91.7% | $10,827-96.2% |