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 6-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 | $18,105 | $73,004-75.2% | $90,749-80.0% | $68,494-73.6% |
| Participation rate | 30.0% | 70.8%-40.8pp | 75.7%-45.7pp | 67.9%-37.9pp |
| Annual return | -18.01% | -13.81%-4.2pp | -12.16%-5.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,156 | $3,627-40.5% | $4,564-52.8% | $4,027-46.5% |
| Admin fee / account holder | $7,610 | $5,896+29.1% | $8,445-9.9% | $5,403+40.9% |