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 9-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 | $22,923 | $71,883-68.1% | $86,677-73.6% | $68,494-66.5% |
| Participation rate | 54.9% | 72.2%-17.3pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -10.41% | 3.52%-13.9pp | 35.91%-46.3pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,207 | $3,779-15.1% | $4,656-31.1% | $4,027-20.4% |
| Admin fee / account holder | $474 | $6,112-92.2% | $7,493-93.7% | $5,403-91.2% |