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 9-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 | $11,508 | $63,346-81.8% | $92,233-87.5% | $70,131-83.6% |
| Participation rate | 30.3% | 68.7%-38.4pp | 76.5%-46.2pp | 69.5%-39.2pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $661 | $2,471-73.2% | $3,679-82.0% | $2,342-71.8% |
| Participant deferral / active EE | $2,695 | $2,854-5.5% | $3,897-30.8% | $3,332-19.1% |
| Admin fee / account holder | $356 | $3,840-90.7% | $5,194-93.1% | $4,645-92.3% |