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 9-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 | $14,131 | $105,860-86.7% | $90,749-84.4% | $134,475-89.5% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -19.58% | -11.01%-8.6pp | -12.16%-7.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,014 | $3,462-70.7% | $2,921-65.3% | $4,740-78.6% |
| Participant deferral / active EE | $1,968 | $5,216-62.3% | $4,564-56.9% | $6,400-69.2% |
| Admin fee / account holder | $615 | $13,938-95.6% | $8,445-92.7% | $11,426-94.6% |