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 | $8,263 | $46,674-82.3% | $117,472-93.0% | $68,494-87.9% |
| Participation rate | 60.3% | 56.8%+3.5pp | 70.6%-10.3pp | 67.9%-7.6pp |
| Annual return | -9.86% | -14.52%+4.7pp | 29.74%-39.6pp | -7.84%-2.0pp |
| Employer contribution / active EE | $525 | $1,505-65.1% | $4,176-87.4% | $2,596-79.8% |
| Participant deferral / active EE | $2,525 | $2,636-4.2% | $4,070-38.0% | $4,027-37.3% |
| Admin fee / account holder | $3,421 | $4,020-14.9% | $5,645-39.4% | $5,403-36.7% |