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 | $17,675 | $50,958-65.3% | $74,550-76.3% | $64,186-72.5% |
| Participation rate | 42.0% | 61.1%-19.0pp | 69.1%-27.1pp | 69.6%-27.5pp |
| Annual return | -2.18% | -1.86%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,259 | $1,115+12.9% | $1,961-35.8% | $2,381-47.1% |
| Participant deferral / active EE | $1,545 | $2,301-32.9% | $3,108-50.3% | $3,470-55.5% |
| Admin fee / account holder | $31,420 | $4,223+644.1% | $5,060+521.0% | $4,888+542.8% |