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 | $5,961 | $42,894-86.1% | $60,874-90.2% | $68,494-91.3% |
| Participation rate | 52.1% | 66.8%-14.7pp | 73.1%-21.0pp | 67.9%-15.8pp |
| Annual return | -13.86% | -13.98%+0.1pp | 16.90%-30.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $474 | $1,978-76.0% | $2,701-82.4% | $2,596-81.7% |
| Participant deferral / active EE | $1,596 | $2,867-44.3% | $3,817-58.2% | $4,027-60.4% |
| Admin fee / account holder | $385 | $3,101-87.6% | $3,224-88.1% | $5,403-92.9% |