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 | $5,773 | $152,509-96.2% | $117,472-95.1% | $134,475-95.7% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -17.16% | 52.99%-70.2pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $979 | $5,571-82.4% | $4,176-76.5% | $4,740-79.3% |
| Participant deferral / active EE | $1,759 | $4,818-63.5% | $4,070-56.8% | $6,400-72.5% |
| Admin fee / account holder | $1,233 | $7,004-82.4% | $5,645-78.2% | $11,426-89.2% |