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 7-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 | $3,050 | $55,706-94.5% | $75,886-96.0% | $72,985-95.8% |
| Participation rate | 37.0% | 61.1%-24.2pp | 69.3%-32.3pp | 69.5%-32.5pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $512 | $1,687-69.7% | $2,500-79.5% | $2,440-79.0% |
| Participant deferral / active EE | $1,031 | $2,634-60.8% | $3,603-71.4% | $3,607-71.4% |
| Admin fee / account holder | $492 | $3,978-87.6% | $5,418-90.9% | $5,124-90.4% |