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 | $20,227 | $176,056-88.5% | $159,436-87.3% | $167,490-87.9% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,223 | $5,297-39.2% | $4,829-33.3% | $4,837-33.4% |
| Participant deferral / active EE | $7,462 | $7,750-3.7% | $7,352+1.5% | $6,341+17.7% |
| Admin fee / account holder | $3,763 | $12,554-70.0% | $10,799-65.2% | $12,309-69.4% |