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 5-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 | $8,818 | $105,931-91.7% | $81,930-89.2% | $158,922-94.5% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.0%-43.4pp | 82.0%-53.4pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,122 | $7,800-85.6% | $4,310-74.0% | $4,761-76.4% |
| Participant deferral / active EE | $2,771 | $13,003-78.7% | $7,107-61.0% | $5,982-53.7% |
| Admin fee / account holder | $335 | $8,489-96.1% | $5,158-93.5% | $11,246-97.0% |