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 5-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 | $4,186 | $48,265-91.3% | $68,791-93.9% | $68,494-93.9% |
| Participation rate | 55.3% | 60.7%-5.4pp | 69.0%-13.8pp | 67.9%-12.6pp |
| Annual return | 105.87% | -12.71%+118.6pp | -6.38%+112.2pp | -7.84%+113.7pp |
| Employer contribution / active EE | $484 | $1,829-73.5% | $2,655-81.8% | $2,596-81.3% |
| Participant deferral / active EE | $1,046 | $2,867-63.5% | $3,941-73.4% | $4,027-74.0% |
| Admin fee / account holder | $3,575 | $4,355-17.9% | $4,932-27.5% | $5,403-33.8% |