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 | $17,471 | $91,538-80.9% | $129,995-86.6% | $75,163-76.8% |
| Participation rate | 58.8% | 71.4%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 34.21% | -631.11%+665.3pp | -137.18%+171.4pp | 160.62%-126.4pp |
| Employer contribution / active EE | $1,559 | $2,845-45.2% | $4,320-63.9% | $2,670-41.6% |
| Participant deferral / active EE | $4,102 | $4,341-5.5% | $5,820-29.5% | $4,125-0.6% |
| Admin fee / account holder | $692 | $6,790-89.8% | $10,614-93.5% | $5,651-87.7% |