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 3-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 | $6,644 | $82,664-92.0% | $125,339-94.7% | $68,494-90.3% |
| Participation rate | 63.0% | 75.0%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,679 | $3,381-50.3% | $4,814-65.1% | $2,596-35.3% |
| Participant deferral / active EE | $2,946 | $6,110-51.8% | $7,446-60.4% | $4,027-26.8% |
| Admin fee / account holder | $428 | $6,275-93.2% | $10,010-95.7% | $5,403-92.1% |