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 4-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 | $11,799 | $71,883-83.6% | $86,677-86.4% | $68,494-82.8% |
| Participation rate | 64.7% | 72.2%-7.5pp | 76.6%-11.9pp | 67.9%-3.2pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,171 | $2,173-46.1% | $2,836-58.7% | $2,596-54.9% |
| Participant deferral / active EE | $2,115 | $3,779-44.0% | $4,656-54.6% | $4,027-47.5% |
| Admin fee / account holder | $6,295 | $6,112+3.0% | $7,493-16.0% | $5,403+16.5% |