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 7-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 | $16,426 | $152,587-89.2% | $125,175-86.9% | $152,861-89.3% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.4%-20.9pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,740 | $4,946-64.8% | $3,865-55.0% | $4,762-63.5% |
| Participant deferral / active EE | $6,708 | $5,868+14.3% | $4,937+35.9% | $5,850+14.7% |
| Admin fee / account holder | $825 | $13,434-93.9% | $9,702-91.5% | $11,596-92.9% |