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 7-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 | $6,072 | $45,073-86.5% | $69,455-91.3% | $72,985-91.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,397 | $2,054-32.0% | $2,779-49.7% | $2,440-42.7% |
| Participant deferral / active EE | $2,592 | $2,602-0.4% | $3,535-26.7% | $3,607-28.2% |
| Admin fee / account holder | $341 | $3,056-88.8% | $3,839-91.1% | $5,124-93.3% |