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 | $24,621 | $72,404-66.0% | $110,238-77.7% | $64,186-61.6% |
| Participation rate | 43.6% | 73.3%-29.7pp | 79.8%-36.2pp | 69.6%-26.0pp |
| Annual return | -4.05% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $656 | $2,282-71.3% | $3,826-82.9% | $2,381-72.5% |
| Participant deferral / active EE | $3,299 | $3,469-4.9% | $4,672-29.4% | $3,470-4.9% |
| Admin fee / account holder | $2,086 | $5,664-63.2% | $8,547-75.6% | $4,888-57.3% |