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 10-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 | $21,990 | $66,302-66.8% | $110,238-80.1% | $56,287-60.9% |
| Participation rate | 43.0% | 74.9%-31.9pp | 79.8%-36.8pp | 69.9%-26.9pp |
| Annual return | -6.27% | -1.18%-5.1pp | 314.74%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,338 | $3,381-30.9% | $4,672-50.0% | $3,350-30.2% |
| Admin fee / account holder | $1,040 | $698+48.9% | $8,547-87.8% | $521+99.7% |