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 | $12,949 | $53,127-75.6% | $86,590-85.0% | $70,131-81.5% |
| Participation rate | 52.8% | 65.3%-12.5pp | 73.5%-20.8pp | 69.5%-16.8pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,520 | $2,068-26.5% | $2,839-46.5% | $2,342-35.1% |
| Participant deferral / active EE | $4,278 | $2,696+58.7% | $3,609+18.6% | $3,332+28.4% |
| Admin fee / account holder | $527 | $3,585-85.3% | $4,906-89.3% | $4,645-88.7% |