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 8-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 | $15,696 | $99,032-84.2% | $80,019-80.4% | $135,375-88.4% |
| Participation rate | 42.1% | 78.4%-36.2pp | 75.8%-33.7pp | 82.6%-40.5pp |
| Annual return | -5.56% | 15.39%-20.9pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,985 | $4,282-53.6% | $3,686-46.1% | $5,609-64.6% |
| Admin fee / account holder | $5,006 | $10,436-52.0% | $6,521-23.2% | $10,827-53.8% |