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 | $6,759 | $57,281-88.2% | $86,612-92.2% | $75,163-91.0% |
| Participation rate | 28.6% | 63.2%-34.6pp | 71.7%-43.1pp | 67.2%-38.6pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $758 | $2,314-67.2% | $3,022-74.9% | $2,670-71.6% |
| Participant deferral / active EE | $1,517 | $3,318-54.3% | $4,438-65.8% | $4,125-63.2% |
| Admin fee / account holder | $1,967 | $4,112-52.2% | $5,614-65.0% | $5,651-65.2% |