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 | $5,928 | $65,061-90.9% | $143,757-95.9% | $66,914-91.1% |
| Participation rate | 12.6% | 65.2%-52.6pp | 80.3%-67.7pp | 69.8%-57.2pp |
| Annual return | -12.63% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,115 | $2,919-61.8% | $5,637-80.2% | $4,237-73.7% |
| Admin fee / account holder | $1,299 | $502+158.8% | $14,673-91.1% | $593+119.0% |