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 6-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 | $10,488 | $95,453-89.0% | $112,040-90.6% | $82,448-87.3% |
| Participation rate | 34.6% | 72.8%-38.1pp | 76.5%-41.9pp | 68.1%-33.5pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,377 | $2,318-40.6% | $2,954-53.4% | $2,551-46.0% |
| Participant deferral / active EE | $2,740 | $4,224-35.1% | $5,098-46.3% | $4,139-33.8% |
| Admin fee / account holder | $814 | $9,013-91.0% | $12,098-93.3% | $7,234-88.8% |