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 8-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 | $4,581 | $73,867-93.8% | $143,757-96.8% | $68,494-93.3% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -18.17% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $760 | $3,184-76.1% | $4,951-84.6% | $2,596-70.7% |
| Participant deferral / active EE | $1,562 | $3,384-53.8% | $5,637-72.3% | $4,027-61.2% |
| Admin fee / account holder | $318 | $5,755-94.5% | $14,673-97.8% | $5,403-94.1% |