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 5-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 | $4,235 | $92,703-95.4% | $82,719-94.9% | $134,475-96.9% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -19.40% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $852 | $3,274-74.0% | $3,009-71.7% | $4,740-82.0% |
| Participant deferral / active EE | $1,601 | $4,802-66.7% | $4,395-63.6% | $6,400-75.0% |
| Admin fee / account holder | $592 | $5,983-90.1% | $5,329-88.9% | $11,426-94.8% |