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 6-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 | $12,360 | $56,357-78.1% | $104,294-88.1% | $68,494-82.0% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -16.51% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $993 | $1,960-49.3% | $3,372-70.5% | $2,596-61.8% |
| Participant deferral / active EE | $1,845 | $3,077-40.0% | $4,625-60.1% | $4,027-54.2% |
| Admin fee / account holder | $1,481 | $4,903-69.8% | $7,339-79.8% | $5,403-72.6% |