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 | $11,039 | $59,107-81.3% | $86,436-87.2% | $68,494-83.9% |
| Participation rate | 56.7% | 75.2%-18.6pp | 80.3%-23.7pp | 67.9%-11.2pp |
| Annual return | -18.41% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $474 | $2,519-81.2% | $3,769-87.4% | $2,596-81.8% |
| Participant deferral / active EE | $2,750 | $5,901-53.4% | $6,952-60.4% | $4,027-31.7% |
| Admin fee / account holder | $1,956 | $5,637-65.3% | $6,731-70.9% | $5,403-63.8% |