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 | $27,401 | $110,094-75.1% | $151,611-81.9% | $68,494-60.0% |
| Participation rate | 62.9% | 84.0%-21.1pp | 87.5%-24.6pp | 67.9%-5.0pp |
| Annual return | -16.75% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,574 | $4,471-64.8% | $6,166-74.5% | $2,596-39.4% |
| Participant deferral / active EE | $3,125 | $6,527-52.1% | $8,363-62.6% | $4,027-22.4% |
| Admin fee / account holder | $3,755 | $7,719-51.4% | $11,616-67.7% | $5,403-30.5% |