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 | $10,236 | $82,664-87.6% | $125,339-91.8% | $68,494-85.1% |
| Participation rate | 56.8% | 75.0%-18.3pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,325 | $3,381-60.8% | $4,814-72.5% | $2,596-49.0% |
| Participant deferral / active EE | $2,857 | $6,110-53.2% | $7,446-61.6% | $4,027-29.1% |
| Admin fee / account holder | $2,151 | $6,275-65.7% | $10,010-78.5% | $5,403-60.2% |