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 | $8,720 | $73,867-88.2% | $143,757-93.9% | $68,494-87.3% |
| Participation rate | 53.1% | 66.7%-13.5pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -12.34% | 1.01%-13.4pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $598 | $3,184-81.2% | $4,951-87.9% | $2,596-77.0% |
| Participant deferral / active EE | $2,562 | $3,384-24.3% | $5,637-54.6% | $4,027-36.4% |
| Admin fee / account holder | $439 | $5,755-92.4% | $14,673-97.0% | $5,403-91.9% |