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 | $23,849 | $72,404-67.1% | $110,238-78.4% | $64,186-62.8% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.8pp |
| Annual return | -3.40% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,437 | $2,282-37.0% | $3,826-62.4% | $2,381-39.6% |
| Participant deferral / active EE | $4,095 | $3,469+18.0% | $4,672-12.3% | $3,470+18.0% |
| Admin fee / account holder | $9,627 | $5,664+70.0% | $8,547+12.6% | $4,888+97.0% |