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 | $11,047 | $81,900-86.5% | $119,609-90.8% | $68,494-83.9% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,900 | $2,693+7.7% | $4,232-31.5% | $2,596+11.7% |
| Participant deferral / active EE | $4,622 | $4,148+11.4% | $5,602-17.5% | $4,027+14.8% |
| Admin fee / account holder | $585 | $6,582-91.1% | $10,323-94.3% | $5,403-89.2% |