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 | $7,105 | $59,805-88.1% | $79,550-91.1% | $68,494-89.6% |
| Participation rate | 58.5% | 61.1%-2.6pp | 69.5%-11.0pp | 67.9%-9.4pp |
| Annual return | -17.96% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $815 | $1,505-45.8% | $2,413-66.2% | $2,596-68.6% |
| Participant deferral / active EE | $1,720 | $3,024-43.1% | $3,985-56.8% | $4,027-57.3% |
| Admin fee / account holder | $1,130 | $4,835-76.6% | $6,832-83.5% | $5,403-79.1% |