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 10-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 | $14,192 | $48,274-70.6% | $63,517-77.7% | $59,632-76.2% |
| Participation rate | 52.0% | 66.3%-14.3pp | 71.0%-19.0pp | 68.7%-16.7pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $934 | $1,586-41.1% | $2,322-59.8% | $2,203-57.6% |
| Participant deferral / active EE | $1,766 | $2,343-24.6% | $2,953-40.2% | $3,192-44.7% |
| Admin fee / account holder | $1,093 | $3,600-69.6% | $5,892-81.5% | $4,297-74.6% |