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 4-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 | $11,795 | $138,044-91.5% | $125,339-90.6% | $134,475-91.2% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -13.81% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,217 | $5,243-76.8% | $4,814-74.7% | $4,740-74.3% |
| Participant deferral / active EE | $2,652 | $7,799-66.0% | $7,446-64.4% | $6,400-58.6% |
| Admin fee / account holder | $14,637 | $11,571+26.5% | $10,010+46.2% | $11,426+28.1% |