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 | $21,071 | $73,102-71.2% | $123,544-82.9% | $56,287-62.6% |
| Participation rate | 53.6% | 74.3%-20.7pp | 82.3%-28.7pp | 69.9%-16.3pp |
| Annual return | 1.38% | 3.01%-1.6pp | 119.20%-117.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $1,031 | $2,977-65.4% | $4,628-77.7% | $2,111-51.2% |
| Participant deferral / active EE | $3,839 | $5,423-29.2% | $6,426-40.2% | $3,350+14.6% |
| Admin fee / account holder | $1,716 | $554+209.9% | $9,284-81.5% | $521+229.5% |