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 | $8,567 | $50,958-83.2% | $74,550-88.5% | $64,186-86.7% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.1%-29.7pp | 69.6%-30.2pp |
| Annual return | -4.81% | -1.86%-3.0pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,405 | $2,301-39.0% | $3,108-54.8% | $3,470-59.5% |
| Admin fee / account holder | $7,034 | $4,223+66.6% | $5,060+39.0% | $4,888+43.9% |