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 | $15,016 | $105,860-85.8% | $90,749-83.5% | $134,475-88.8% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -19.88% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,104 | $5,216-59.7% | $4,564-53.9% | $6,400-67.1% |
| Admin fee / account holder | $416 | $13,938-97.0% | $8,445-95.1% | $11,426-96.4% |