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 3-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 | $15,778 | $72,254-78.2% | $86,677-81.8% | $64,808-75.7% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.6%-14.1pp | 71.5%-9.0pp |
| Annual return | 0.00% | 392.42%-392.4pp | 35.91%-35.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,274 | $2,393-46.8% | $2,836-55.1% | $2,506-49.2% |
| Participant deferral / active EE | $2,958 | $4,658-36.5% | $4,656-36.5% | $4,310-31.4% |
| Admin fee / account holder | $308 | $174+76.8% | $7,493-95.9% | $188+63.7% |