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 | $8,819 | $99,020-91.1% | $86,590-89.8% | $147,584-94.0% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,354 | $3,132-56.8% | $2,839-52.3% | $4,876-72.2% |
| Participant deferral / active EE | $1,630 | $3,972-59.0% | $3,609-54.8% | $5,439-70.0% |
| Admin fee / account holder | $4,355 | $5,710-23.7% | $4,906-11.2% | $10,885-60.0% |