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 | $13,079 | $69,010-81.0% | $159,960-91.8% | $68,494-80.9% |
| Participation rate | 46.2% | 65.4%-19.3pp | 78.0%-31.8pp | 67.9%-21.7pp |
| Annual return | -8.10% | -9.65%+1.5pp | 408.60%-416.7pp | -7.84%-0.3pp |
| Employer contribution / active EE | $532 | $2,213-76.0% | $4,226-87.4% | $2,596-79.5% |
| Participant deferral / active EE | $2,057 | $4,212-51.2% | $6,182-66.7% | $4,027-48.9% |
| Admin fee / account holder | $309 | $4,798-93.6% | $8,698-96.4% | $5,403-94.3% |