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 6-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 | $11,367 | $112,096-89.9% | $95,952-88.2% | $158,922-92.8% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,367 | $3,198-57.3% | $2,541-46.2% | $4,761-71.3% |
| Participant deferral / active EE | $2,358 | $4,784-50.7% | $4,167-43.4% | $5,982-60.6% |
| Admin fee / account holder | $1,376 | $10,130-86.4% | $6,795-79.8% | $11,246-87.8% |