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 9-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 | $8,857 | $181,894-95.1% | $156,549-94.3% | $273,961-96.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,343 | $6,248-78.5% | $5,501-75.6% | $4,869-72.4% |
| Participant deferral / active EE | $3,518 | $5,550-36.6% | $4,871-27.8% | $5,287-33.5% |
| Admin fee / account holder | $1,212 | $15,559-92.2% | $13,027-90.7% | $10,132-88.0% |