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 | $6,724 | $92,222-92.7% | $76,768-91.2% | $135,375-95.0% |
| Participation rate | 63.2% | 79.8%-16.6pp | 77.0%-13.8pp | 82.6%-19.5pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,559 | $3,216-51.5% | $2,485-37.3% | $4,779-67.4% |
| Participant deferral / active EE | $2,705 | $4,509-40.0% | $3,852-29.8% | $5,609-51.8% |
| Admin fee / account holder | $1,692 | $10,748-84.3% | $6,675-74.6% | $10,827-84.4% |