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 | $21,238 | $71,883-70.5% | $86,677-75.5% | $68,494-69.0% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -17.53% | 3.52%-21.1pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,572 | $2,173-27.7% | $2,836-44.6% | $2,596-39.5% |
| Participant deferral / active EE | $4,194 | $3,779+11.0% | $4,656-9.9% | $4,027+4.1% |
| Admin fee / account holder | $1,162 | $6,112-81.0% | $7,493-84.5% | $5,403-78.5% |