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 | $5,519 | $37,426-85.3% | $77,482-92.9% | $79,858-93.1% |
| Participation rate | 0.0% | 41.5%-41.5pp | 54.2%-54.2pp | 69.6%-69.6pp |
| Annual return | 21.81% | 39.70%-17.9pp | 54.79%-33.0pp | 31.71%-9.9pp |
| Employer contribution / active EE | $281 | $637-55.9% | $986-71.5% | $2,471-88.6% |
| Participant deferral / active EE | $1,076 | $1,260-14.6% | $1,861-42.2% | $3,740-71.2% |
| Admin fee / account holder | $316 | $2,504-87.4% | $2,858-88.9% | $5,306-94.0% |