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 | $13,797 | $76,912-82.1% | $129,110-89.3% | $68,494-79.9% |
| Participation rate | 57.3% | 69.1%-11.8pp | 77.3%-19.9pp | 67.9%-10.6pp |
| Annual return | -4.85% | -9.78%+4.9pp | -10.94%+6.1pp | -7.84%+3.0pp |
| Employer contribution / active EE | $1,544 | $3,243-52.4% | $5,052-69.4% | $2,596-40.5% |
| Participant deferral / active EE | $3,179 | $4,732-32.8% | $6,542-51.4% | $4,027-21.1% |
| Admin fee / account holder | $1,987 | $6,638-70.1% | $14,302-86.1% | $5,403-63.2% |