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 | $17,099 | $64,707-73.6% | $112,228-84.8% | $68,494-75.0% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.7pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,452 | $2,746-47.1% | $3,635-60.1% | $2,596-44.1% |
| Participant deferral / active EE | $2,949 | $3,565-17.3% | $4,728-37.6% | $4,027-26.8% |
| Admin fee / account holder | $1,072 | $5,232-79.5% | $6,410-83.3% | $5,403-80.2% |