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 | $2,312 | $85,766-97.3% | $136,294-98.3% | $70,131-96.7% |
| Participation rate | 36.8% | 74.2%-37.3pp | 81.9%-45.1pp | 69.5%-32.7pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,002 | $5,051-40.6% | $6,247-52.0% | $3,332-9.9% |
| Admin fee / account holder | $24,237 | $5,420+347.1% | $9,243+162.2% | $4,645+421.8% |