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 5-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 | $10,699 | $59,839-82.1% | $81,983-87.0% | $79,858-86.6% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.2%-14.1pp | 69.6%-14.5pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,111 | $1,713+23.2% | $2,498-15.5% | $2,471-14.5% |
| Participant deferral / active EE | $4,580 | $2,695+69.9% | $3,722+23.0% | $3,740+22.4% |
| Admin fee / account holder | $659 | $4,287-84.6% | $5,664-88.4% | $5,306-87.6% |