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 6-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 | $16,445 | $64,707-74.6% | $112,228-85.3% | $68,494-76.0% |
| Participation rate | 45.9% | 67.2%-21.2pp | 75.1%-29.1pp | 67.9%-21.9pp |
| Annual return | -17.01% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $702 | $2,746-74.4% | $3,635-80.7% | $2,596-73.0% |
| Participant deferral / active EE | $1,581 | $3,565-55.6% | $4,728-66.6% | $4,027-60.7% |
| Admin fee / account holder | $1,285 | $5,232-75.4% | $6,410-80.0% | $5,403-76.2% |