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 | $12,420 | $64,707-80.8% | $112,228-88.9% | $68,494-81.9% |
| Participation rate | 48.2% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,442 | $2,746-11.1% | $3,635-32.8% | $2,596-6.0% |
| Participant deferral / active EE | $4,848 | $3,565+36.0% | $4,728+2.5% | $4,027+20.4% |
| Admin fee / account holder | $1,425 | $5,232-72.8% | $6,410-77.8% | $5,403-73.6% |