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 10-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 | $11,443 | $83,337-86.3% | $67,834-83.1% | $273,961-95.8% |
| Participation rate | 58.3% | 76.4%-18.1pp | 68.8%-10.5pp | 83.0%-24.7pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $964 | $3,287-70.7% | $2,403-59.9% | $4,869-80.2% |
| Participant deferral / active EE | $4,414 | $4,088+8.0% | $3,160+39.7% | $5,287-16.5% |
| Admin fee / account holder | $338 | $6,752-95.0% | $4,622-92.7% | $10,132-96.7% |