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 8-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 | $3,236 | $43,327-92.5% | $59,878-94.6% | $64,186-95.0% |
| Participation rate | 48.9% | 69.2%-20.2pp | 74.7%-25.8pp | 69.6%-20.6pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $478 | $2,028-76.4% | $2,722-82.4% | $2,381-79.9% |
| Participant deferral / active EE | $1,118 | $2,546-56.1% | $3,402-67.1% | $3,470-67.8% |
| Admin fee / account holder | $716 | $3,005-76.2% | $3,590-80.0% | $4,888-85.3% |