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 9-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 | $5,713 | $67,606-91.6% | $82,313-93.1% | $70,131-91.9% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $884 | $1,755-49.6% | $2,428-63.6% | $2,342-62.3% |
| Participant deferral / active EE | $1,367 | $2,987-54.2% | $3,706-63.1% | $3,332-59.0% |
| Admin fee / account holder | $325 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |