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 | $2,071 | $27,641-92.5% | $61,373-96.6% | $68,494-97.0% |
| Participation rate | 10.0% | 39.5%-29.5pp | 52.6%-42.6pp | 67.9%-57.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $178 | $695-74.4% | $1,159-84.6% | $2,596-93.1% |
| Participant deferral / active EE | $268 | $1,263-78.8% | $2,125-87.4% | $4,027-93.4% |
| Admin fee / account holder | $1,026 | $2,010-48.9% | $2,130-51.8% | $5,403-81.0% |