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 5-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 | $5,646 | $73,004-92.3% | $90,749-93.8% | $68,494-91.8% |
| Participation rate | 61.8% | 70.8%-9.1pp | 75.7%-13.9pp | 67.9%-6.1pp |
| Annual return | -17.38% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $889 | $2,193-59.4% | $2,921-69.6% | $2,596-65.7% |
| Participant deferral / active EE | $1,903 | $3,627-47.5% | $4,564-58.3% | $4,027-52.8% |
| Admin fee / account holder | $341 | $5,896-94.2% | $8,445-96.0% | $5,403-93.7% |