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 6-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 | $17,492 | $83,427-79.0% | $115,756-84.9% | $68,494-74.5% |
| Participation rate | 37.5% | 71.9%-34.4pp | 77.1%-39.6pp | 67.9%-30.4pp |
| Annual return | -18.63% | -10.95%-7.7pp | 143.14%-161.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,384 | $3,075-55.0% | $3,793-63.5% | $2,596-46.7% |
| Participant deferral / active EE | $5,053 | $5,355-5.6% | $6,254-19.2% | $4,027+25.5% |
| Admin fee / account holder | $1,086 | $5,708-81.0% | $8,124-86.6% | $5,403-79.9% |