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 | $9,694 | $69,977-86.1% | $108,579-91.1% | $62,891-84.6% |
| Participation rate | 69.6% | 72.9%-3.3pp | 79.6%-9.9pp | 69.3%+0.3pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,282 | $2,135+6.9% | $3,758-39.3% | $2,281+0.1% |
| Participant deferral / active EE | $3,058 | $3,165-3.4% | $4,311-29.1% | $3,203-4.5% |
| Admin fee / account holder | $446 | $5,076-91.2% | $7,645-94.2% | $4,296-89.6% |