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 | $3,421 | $82,286-95.8% | $68,791-95.0% | $134,475-97.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.0%-22.0pp | 81.2%-34.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $817 | $3,301-75.3% | $2,655-69.2% | $4,740-82.8% |
| Participant deferral / active EE | $1,255 | $4,739-73.5% | $3,941-68.2% | $6,400-80.4% |
| Admin fee / account holder | $342 | $6,481-94.7% | $4,932-93.1% | $11,426-97.0% |