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 7-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 | $9,428 | $73,867-87.2% | $143,757-93.4% | $68,494-86.2% |
| Participation rate | 27.0% | 66.7%-39.6pp | 80.3%-53.3pp | 67.9%-40.9pp |
| Annual return | -19.25% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $549 | $3,184-82.7% | $4,951-88.9% | $2,596-78.8% |
| Participant deferral / active EE | $1,249 | $3,384-63.1% | $5,637-77.8% | $4,027-69.0% |
| Admin fee / account holder | $4,769 | $5,755-17.1% | $14,673-67.5% | $5,403-11.7% |