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 | $6,573 | $37,426-82.4% | $77,482-91.5% | $79,858-91.8% |
| Participation rate | 16.0% | 41.5%-25.5pp | 54.2%-38.2pp | 69.6%-53.6pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $158 | $637-75.2% | $986-84.0% | $2,471-93.6% |
| Participant deferral / active EE | $765 | $1,260-39.3% | $1,861-58.9% | $3,740-79.6% |
| Admin fee / account holder | $1,820 | $2,504-27.3% | $2,858-36.3% | $5,306-65.7% |