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 | $6,577 | $45,863-85.7% | $77,024-91.5% | $68,494-90.4% |
| Participation rate | 54.8% | 55.9%-1.1pp | 67.9%-13.1pp | 67.9%-13.0pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $975 | $1,650-40.9% | $2,812-65.3% | $2,596-62.4% |
| Participant deferral / active EE | $1,170 | $2,962-60.5% | $4,426-73.6% | $4,027-70.9% |
| Admin fee / account holder | $310 | $3,041-89.8% | $5,425-94.3% | $5,403-94.3% |