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 5-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 | $8,669 | $73,867-88.3% | $143,757-94.0% | $68,494-87.3% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -14.61% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $799 | $3,184-74.9% | $4,951-83.9% | $2,596-69.2% |
| Participant deferral / active EE | $1,411 | $3,384-58.3% | $5,637-75.0% | $4,027-65.0% |
| Admin fee / account holder | $1,506 | $5,755-73.8% | $14,673-89.7% | $5,403-72.1% |