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 | $14,680 | $59,107-75.2% | $86,436-83.0% | $68,494-78.6% |
| Participation rate | 34.6% | 75.2%-40.6pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -18.79% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,503 | $5,901-23.7% | $6,952-35.2% | $4,027+11.8% |
| Admin fee / account holder | $4,944 | $5,637-12.3% | $6,731-26.5% | $5,403-8.5% |