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 6-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 | $13,238 | $64,707-79.5% | $112,228-88.2% | $68,494-80.7% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -15.18% | -11.40%-3.8pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,025 | $2,746-62.7% | $3,635-71.8% | $2,596-60.5% |
| Participant deferral / active EE | $1,979 | $3,565-44.5% | $4,728-58.1% | $4,027-50.9% |
| Admin fee / account holder | $744 | $5,232-85.8% | $6,410-88.4% | $5,403-86.2% |