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 | $18,665 | $81,900-77.2% | $119,609-84.4% | $68,494-72.7% |
| Participation rate | 49.0% | 71.9%-22.9pp | 79.3%-30.3pp | 67.9%-18.9pp |
| Annual return | -11.02% | -23.82%+12.8pp | -14.97%+3.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,440 | $2,693-46.5% | $4,232-66.0% | $2,596-44.5% |
| Participant deferral / active EE | $2,621 | $4,148-36.8% | $5,602-53.2% | $4,027-34.9% |
| Admin fee / account holder | $646 | $6,582-90.2% | $10,323-93.7% | $5,403-88.0% |