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 | $7,238 | $57,354-87.4% | $83,848-91.4% | $64,186-88.7% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -7.73% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,067 | $2,545-58.1% | $3,631-70.6% | $2,381-55.2% |
| Participant deferral / active EE | $1,530 | $2,993-48.9% | $4,082-62.5% | $3,470-55.9% |
| Admin fee / account holder | $389 | $4,046-90.4% | $5,478-92.9% | $4,888-92.0% |