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 | $13,343 | $110,094-87.9% | $151,611-91.2% | $68,494-80.5% |
| Participation rate | 32.5% | 84.0%-51.5pp | 87.5%-55.0pp | 67.9%-35.4pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,123 | $4,471-52.5% | $6,166-65.6% | $2,596-18.2% |
| Participant deferral / active EE | $3,535 | $6,527-45.8% | $8,363-57.7% | $4,027-12.2% |
| Admin fee / account holder | $1,035 | $7,719-86.6% | $11,616-91.1% | $5,403-80.9% |