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 | $12,156 | $69,010-82.4% | $159,960-92.4% | $68,494-82.3% |
| Participation rate | 52.0% | 65.4%-13.4pp | 78.0%-26.0pp | 67.9%-15.9pp |
| Annual return | -14.88% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,392 | $2,213+53.3% | $4,226-19.7% | $2,596+30.7% |
| Participant deferral / active EE | $7,425 | $4,212+76.3% | $6,182+20.1% | $4,027+84.4% |
| Admin fee / account holder | $609 | $4,798-87.3% | $8,698-93.0% | $5,403-88.7% |