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 | $8,491 | $73,515-88.4% | $62,995-86.5% | $147,584-94.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $658 | $3,320-80.2% | $2,759-76.2% | $4,876-86.5% |
| Participant deferral / active EE | $831 | $4,185-80.1% | $3,329-75.0% | $5,439-84.7% |
| Admin fee / account holder | $9,143 | $5,953+53.6% | $3,600+154.0% | $10,885-16.0% |