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 7-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 | $5,059 | $85,202-94.1% | $172,739-97.1% | $72,985-93.1% |
| Participation rate | 47.5% | 70.1%-22.6pp | 82.6%-35.1pp | 69.5%-22.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,113 | $3,324-66.5% | $5,143-78.4% | $2,440-54.4% |
| Participant deferral / active EE | $1,620 | $3,260-50.3% | $5,198-68.8% | $3,607-55.1% |
| Admin fee / account holder | $419 | $5,884-92.9% | $13,954-97.0% | $5,124-91.8% |