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 | $9,094 | $91,538-90.1% | $129,995-93.0% | $75,163-87.9% |
| Participation rate | 61.0% | 71.4%-10.5pp | 78.5%-17.5pp | 67.2%-6.2pp |
| Annual return | 34.86% | -631.11%+666.0pp | -137.18%+172.0pp | 160.62%-125.8pp |
| Employer contribution / active EE | $1,459 | $2,845-48.7% | $4,320-66.2% | $2,670-45.3% |
| Participant deferral / active EE | $2,597 | $4,341-40.2% | $5,820-55.4% | $4,125-37.1% |
| Admin fee / account holder | $593 | $6,790-91.3% | $10,614-94.4% | $5,651-89.5% |