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 8-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 | $10,491 | $46,674-77.5% | $117,472-91.1% | $68,494-84.7% |
| Participation rate | 28.3% | 56.8%-28.5pp | 70.6%-42.3pp | 67.9%-39.6pp |
| Annual return | -17.50% | -14.52%-3.0pp | 29.74%-47.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,191 | $2,636-54.8% | $4,070-70.8% | $4,027-70.4% |
| Admin fee / account holder | $3,073 | $4,020-23.6% | $5,645-45.6% | $5,403-43.1% |