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 | $6,501 | $73,004-91.1% | $90,749-92.8% | $68,494-90.5% |
| Participation rate | 56.0% | 70.8%-14.8pp | 75.7%-19.7pp | 67.9%-11.9pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,216 | $2,193+1.1% | $2,921-24.1% | $2,596-14.7% |
| Participant deferral / active EE | $3,340 | $3,627-7.9% | $4,564-26.8% | $4,027-17.1% |
| Admin fee / account holder | $975 | $5,896-83.5% | $8,445-88.5% | $5,403-81.9% |